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Invesco Senior Floating Rate Y (OOSYX)

6.45
-0.01
(-0.15%)
At close: 8:01:55 PM EDT
Loading Chart for OOSYX
  • Previous Close 6.46
  • YTD Return 0.67%
  • Expense Ratio 0.84%
  • Category Bank Loan
  • Last Cap Gain -5.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 2.91B
  • Beta (5Y Monthly) 0.06
  • Yield 9.24%
  • 5y Average Return --
  • Holdings Turnover 48.00%
  • Last Dividend 0.09
  • Inception Date Oct 26, 2012

The fund invests mainly in floating rate loans that hold a senior position in the capital structure of U.S. and foreign corporations, partnerships or other business entities that, under normal circumstances, allow them to have priority of claim ahead of other obligations of a borrower in the event of liquidation. Under normal market conditions, it will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in Senior Loans, and in derivatives and other instruments that have economic characteristics similar to such securities.

Invesco

Fund Family

Bank Loan

Fund Category

2.91B

Net Assets

2012-10-26

Inception Date

Performance Overview: OOSYX

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Trailing returns as of 3/31/2025. Category is Bank Loan.

YTD Return

OOSYX
0.67%
Category
2.87%
 

1-Year Return

OOSYX
7.56%
Category
10.15%
 

3-Year Return

OOSYX
6.83%
Category
3.23%
 

5-Year Return

OOSYX
5.65%
Category
3.90%
 

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Holdings: OOSYX

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Sector Weightings

SectorOOSYX
Energy   27.33%
Industrials   18.14%
Real Estate   0.00%
Technology   0.00%
Utilities   0.00%
Healthcare   0.00%

Recent News: OOSYX

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Research Reports: OOSYX

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