Invesco Summit FundSMMRX

MUTUAL FUNDInvesco
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$3.5B
Expense ratio
1.22%
1-year return
—
3 years, a year
—
5 years, a year
—
12-month yield
14.41%
Holdings
61

What it aims to do.

The Funds investment objective is long-term growth of capital.

Top 10 holdings.

Holding% of fund
NVDA NVIDIA Corp.13.07%
GOOG Alphabet Inc.7.39%
AMZN Amazon.com, Inc.5.85%
AVGO Broadcom Inc.4.86%
MSFT Microsoft Corp.4.56%
AAPL Apple Inc.4.48%
META Meta Platforms, Inc.3.28%
TSM Taiwan Semiconductor Manufacturing Co. Ltd.3.25%
VRT Vertiv Holdings Co.2.68%
JCI Johnson Controls International PLC2.46%

More on SMMRX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.