Invesco Rochester AMT-Free New York Municipal FundOPNYX

MUTUAL FUNDInvesco
Type
Mutual fund
Peer group
Municipal bond
Net assets
$613.4M
Expense ratio
1.10%
1-year return
+2.5%
3 years, a year
+4.0%
5 years, a year
+0.8%
Holdings
295

What it aims to do.

The Funds investment objective is to seek tax-free income.

Top 10 holdings.

Holding% of fund
Triborough Bridge & Tunnel Authority (MTA Bridges & Tunnels)5.70%
New York (City of), NY Municipal Water Finance Authority2.76%
Metropolitan Transportation Authority2.76%
New York (State of) Thruway Authority (Bidding Group 1) (Green Bonds)2.28%
MTA Hudson Rail Yards Trust Obligations2.05%
New York Counties Tobacco Trust V1.90%
New York (State of) Dormitory Authority (Northwell Health Obligated Group)1.77%
New York (State of) Dormitory Authority (Fordham University)1.67%
New York (City of), NY Municipal Water Finance Authority1.67%
New York (City of), NY1.66%

More on OPNYX.

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