IORLX Mutual Fund

IORLX Mutual Fund

NAV$3.09
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Fund Essentials - as of Jun 30, 2026

Net Assets
$10,025.69
Expense Ratio
0.48%
Dividend Yield (Current)
3.31%
Holdings
416
Inception Date
May 24, 2019
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+1.15%
1 Year+5.01%
3 Year+3.27%
5 Year+1.16%
10 Year+2.37%

Asset Allocation

Bonds: 99.58%
Other: 0.42%
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Top Holdings

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TickerNameWeight
-Forward Foreign Currency Contract2.38%
-317Uaama3 Pimco Fppswaption 4.11 Put USD1.98%
CA CCEDEV 02/01/2055CA CCEDEV 02/01/20551.86%
CA CASFIN 4 07/15/20CA CASFIN 4 07/15/201.78%
-Roper Technologies Inc 4.9 10/15/20341.71%
Top 10 Concentration: 17.38%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
3.31%
Frequency
Monthly
Latest Distribution
$0.01
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

IORLX Mutual Fund Overview

IORLX Mutual Fund (Invesco Limited Term California Municipal Fund Class R6) is managed by Invesco (US) with $10,025.69 in net assets. IORLX expense ratio is 0.48%, holding 416 positions across various sectors. Inception date: 2019-05-24.

IORLX performance shows a YTD return of 1.15%. The 1-year return is 5.01% and the 5-year return is 1.16%. IORLX dividend yield stands at 3.31%, paid monthly.

IORLX top holdings include Forward Foreign Currency Contract (2.4%), 317Uaama3 Pimco Fppswaption 4.11 Put USD (2.0%), CA CCEDEV 02/01/2055 (1.9%), CA CASFIN 4 07/15/20 (1.8%), Roper Technologies Inc 4.9 10/15/2034 (1.7%). Go to all IORLX holdings, IORLX sectors, or IORLX dividends.

IORLX can be compared against other funds. Use IORLX overlap to find shared positions, or IORLX vs another fund for a side-by-side view. IORLX alternatives are available via the screener, along with tax-loss harvesting opportunities.