LTBYX Mutual Fund

LTBYX Mutual Fund

NAV$2.78

Fund Essentials - as of Feb 28, 2026

Net Assets
-
Expense Ratio
0.58%
Dividend Yield (Current)
3.51%
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+2.34%
1 Year+6.20%
3 Year+3.96%
5 Year+1.56%
10 Year+2.65%

Asset Allocation

Bonds: 100.00%

Top Holdings

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TickerNameWeight
PR CHIGEN 5.5 05/15/Children's Trust Fund, Series 2002, Rb1.81%
NY NYSTRN 4 03/15/20New York (State Of) Thruway Authority (Bidding Group 3) 4 03-15-20431.67%
NY LBTDEV 5.25 10/01New York Liberty Development Corp 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)
3.51%
Frequency
Monthly
Latest Distribution
$0.01
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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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 0.58%, holding 497 positions across sectors including Financials, Real Estate, Industrials. Inception date: 2011-03-30.

LTBYX performance shows a YTD return of 2.34%. The 1-year return is 6.20% and the 5-year return is 1.56%. LTBYX dividend yield stands at 3.51%, paid monthly.

LTBYX top holdings include Children's Trust Fund, Series 2002, Rb (1.8%), New York (State Of) Thruway Authority (Bidding Group 3) 4 03-15-2043 (1.7%), New York Liberty Development Corp 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%). View all LTBYX holdings, sector breakdown, or dividend history.

LTBYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LTBYX alternatives are available via the screener, along with tax-loss harvesting opportunities.