Invesco Oppenheimer Preferred Securities and Income Fund

Data updated: 2019-11-29

C000209607 — Invesco Oppenheimer Preferred Securities and Income Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Preferred / Convertible Bond · $16.24M AUM · 1.94% expense ratio. From SEC regulatory filings.

C000209607 Fund Overview

Invesco Oppenheimer Preferred Securities and Income Fund is a US mutual fund managed by Aim Investment Funds (invesco Investment Funds), categorised as Preferred / Convertible Bond. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.

C000209607 Costs and Fees

C000209607 costs about $194 per $10,000 invested per year in fund expenses.

  • Net expense ratio: 1.94%
  • Gross expense ratio: 2.53%
  • Portfolio turnover: 23%

C000209607 Cashflows

Over the 12 months to 2019-09, Invesco Oppenheimer Preferred Securities and Income Fund had net outflows of $4.04M, from monthly SEC N-PORT filings.

MonthNet flow
2019-09−$92.63K
2019-08$435.35K
2019-07−$4.39M

C000209607 Debt Constituents

No individual debt constituents are reported in Invesco Oppenheimer Preferred Securities and Income Fund's latest SEC N-PORT filing.

C000209607 Prospectus and SEC Filings

Official Invesco Oppenheimer Preferred Securities and Income Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

Related Funds

Other Preferred / Convertible Bond funds tracked on ABC INVEST:

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.