LTNCX Mutual Fund

LTNCX Mutual Fund

NAV$2.73
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Fund Essentials - as of Feb 28, 2026

Net Assets
$370M
Expense Ratio
1.52%
Dividend Yield (Current)
2.67%
Holdings
497
Inception Date
May 1, 1997
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+0.26%
1 Year+3.67%
3 Year+2.46%
5 Year+0.19%
10 Year+1.47%

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, 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 10/01Liberty 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)
2.67%
Frequency
Monthly
Latest Distribution
$0.00
-

Peer Comparison

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

LTNCX Mutual Fund Overview

LTNCX Mutual Fund (Invesco Rochester Limited Term New York Municipal Fund Class C) is managed by Invesco (US) with $369.9M in net assets. LTNCX expense ratio is 1.52%, holding 497 positions across sectors including Financials, Real Estate, Industrials. Inception date: 1997-05-01.

LTNCX performance shows a YTD return of 0.26%. The 1-year return is 3.67% and the 5-year return is 0.19%. LTNCX dividend yield stands at 2.67%, paid monthly.

LTNCX 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%), 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 LTNCX holdings, LTNCX sectors, or LTNCX dividends.

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