LTBYX Mutual Fund

LTBYX Mutual Fund

NAV$2.76
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Fund Essentials - as of Feb 28, 2026

Net Assets
-
Expense Ratio
0.52%
Dividend Yield (Current)
3.58%
Holdings
497
Inception Date
Mar 30, 2011
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+1.22%
1 Year+5.09%
3 Year+3.61%
5 Year+1.22%
10 Year+2.50%

Asset Allocation

Bonds: 100.00%
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Top Holdings

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TickerNameWeight
PR CHIGEN 5.5 05/15/Children's Trust Fund 5.500% 05/15/20391.81%
NY NYSTRN 4 03/15/20New York (State Of) Thruway Authority (Bidding Group 3) 4 03-15-20431.67%
NY LBTDEV 5.25 10/01Liberty Dev Corp Ny Revenue 5.25 10/01/20351.25%
-Ny Mta Tran-Xf8023-Nuv Q=Jp D7 0.024 2049-11-150.95%
NY NYSTRN 4 01/01/20New York (state Of) Thruway Authority, Series 2019 B, Rb0.87%
Top 10 Concentration: 10.83%Report Date: Feb 28, 2026
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Dividend Summary

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Dividend Yield (Current)
3.58%
Frequency
Monthly
Latest Distribution
$0.01
-

Peer Comparison

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

LTBYX Mutual Fund Overview

LTBYX Mutual Fund (Invesco Rochester Limited Term New York Municipal Fund Class Y) is managed by Invesco (US). LTBYX expense ratio is 0.52%, holding 497 positions across sectors including Financials, Real Estate, Industrials. Inception date: 2011-03-30.

LTBYX performance shows a YTD return of 1.22%. The 1-year return is 5.09% and the 5-year return is 1.22%. LTBYX dividend yield stands at 3.58%, paid monthly.

LTBYX top holdings include Children's Trust Fund 5.500% 05/15/2039 (1.8%), New York (State Of) Thruway Authority (Bidding Group 3) 4 03-15-2043 (1.7%), Liberty Dev Corp Ny Revenue 5.25 10/01/2035 (1.3%), Ny Mta Tran-Xf8023-Nuv Q=Jp D7 0.024 2049-11-15 (0.9%), New York (state Of) Thruway Authority, Series 2019 B, Rb (0.9%). Go to all LTBYX holdings, LTBYX sectors, or LTBYX dividends.

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