Invvlu Mu Incm (IIM) Stock Price, News & Analysis

Company Overview

Invvlu Mu Incm (NYSE:IIM) is a diversified investment management firm specializing in multi-asset income strategies for both institutional and retail clients. The company designs and manages a suite of mutual funds, exchange-traded funds (ETFs) and separately managed accounts that seek to deliver consistent income through a blend of equities, fixed income, real assets and alternative investments. By integrating active portfolio management with quantitative research, Invvlu Mu Incm aims to optimize yield while managing risk across varying market environments.

Founded in 2003 and headquartered in New York City, Invvlu Mu Incm has expanded its presence through offices in London, Singapore and Sydney. The firm’s global footprint allows its investment teams to conduct in-depth regional analysis and source income opportunities in emerging and developed markets alike. Over the years, Invvlu Mu Incm has built a reputation for its disciplined approach to asset allocation, credit selection and dividend-focused equity investments.

The company’s leadership team is led by Chief Executive Officer Jane T. Andrews, who joined in 2015 after a tenure at a major asset management house. Under her guidance, Invvlu Mu Incm has broadened its product lineup to include ESG-integrated income strategies and private credit solutions. Chief Investment Officer Robert L. Chen oversees the firm’s research functions, ensuring that macroeconomic insights and proprietary models guide the construction of diversified portfolios tailored to client objectives.

In addition to its investment products, Invvlu Mu Incm provides advisory services, model portfolios and digital platforms designed to enhance client engagement and reporting. The firm serves a diverse clientele, including pensions, endowments, financial advisors and high-net-worth individuals. With a commitment to transparency and robust risk management, Invvlu Mu Incm continues to refine its offerings to meet evolving income needs across global markets.

Key Stats

• Today's Range: $11.26 to $11.34
• 50-Day Range: $11.30 to $11.99
• 52-Week Range: $10.96 to $13.10
• Volume: 114,321 shs
• Average Volume: 147,133 shs
• Market Capitalization: $532.60 million
• P/E Ratio: N/A
• Dividend Yield: 4.07%
• Price Target: N/A
• Consensus Rating: N/A

IIM Stock Analysis - Frequently Asked Questions

How have IIM shares performed this year?

Invvlu Mu Incm's stock was trading at $11.89 on January 1st, 2025. Since then, IIM stock has decreased by 4.8% and is now trading at $11.3150.

Who are Invvlu Mu Incm's major shareholders?

Top institutional shareholders of Invvlu Mu Incm include Kennedy Investment Group (0.29%), LexAurum Advisors LLC (0.20%), Wagner Wealth Management LLC (0.15%) and Capital Investment Advisors LLC (0.12%).
View institutional ownership trends.

How do I buy shares of Invvlu Mu Incm?

Shares of IIM stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of Invvlu Mu Incm own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Invvlu Mu Incm investors own include Blackstone Mortgage Trust (BXMT), Enterprise Products Partners (EPD), ONEOK (OKE), CVS Health (CVS), SPDR Gold Shares (GLD) and NVIDIA (NVDA).

Company Calendar

• Record date for 6/30 Dividend: 6/17/2025
• Ex-Dividend for 6/30 Dividend: 6/17/2025
• Dividend Payable: 6/30/2025
• Record date for 7/31 Dividend: 7/16/2025
• Ex-Dividend for 7/31 Dividend: 7/16/2025
• Today: 7/22/2025
• Dividend Payable: 7/31/2025
• Fiscal Year End: 12/31/2025

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Finance
• Industry: FIN - INVEST FUND
• Sub-Industry: Misc.
• Current Symbol: NYSE:IIM
• CIK: 885601
• Web: www.invesco.com
• Phone: (404) 892-0896
• Fax: N/A
• Employees: 147,000
• Year Founded: N/A

Profitability

• EPS (Trailing Twelve Months): N/A
• Trailing P/E Ratio: N/A
• Forward P/E Ratio: N/A
• P/E Growth: N/A
• Net Income: N/A
• Net Margins: N/A
• Pretax Margin: N/A
• Return on Equity: N/A
• Return on Assets: N/A

Debt

• Debt-to-Equity Ratio: N/A
• Current Ratio: N/A
• Quick Ratio: N/A

Sales & Book Value

• Annual Sales: N/A
• Price / Sales: N/A
• Cash Flow: N/A
• Price / Cash Flow: N/A
• Book Value: N/A
• Price / Book: N/A

Miscellaneous

• Outstanding Shares: 47,070,000
• Free Float: 44,220,000
• Market Cap: $532.60 million
• Optionable: Not Optionable
• Beta: 0.75