SMITX Mutual Fund
SMITX Mutual Fund
Invesco Summit Fund Class R5
SMITX Mutual Fund Overview
SMITX Mutual Fund (Invesco Summit Fund Class R5) is managed by Invesco (US). SMITX expense ratio is 0.69%, holding 63 positions across sectors including Information Technology, Unknown, Communication Services. Inception date: 2008-10-03.
SMITX performance shows a YTD return of 9.53%. The 1-year return is 16.57% and the 5-year return is 5.99%. SMITX dividend yield stands at 13.30%, paid annually.
SMITX top holdings include Nvidia Corp (12.8%), Alphabet Inc series C (6.2%), Amazon.Com Inc (5.2%), Apple Inc (4.7%), Microsoft Corp 4.100 Feb 06 37 (4.7%). View all SMITX holdings, sector breakdown, or dividend history.
SMITX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SMITX alternatives are available via the screener, along with tax-loss harvesting opportunities.