LTNYX Mutual Fund

LTNYX Mutual Fund

NAV$2.76
See how much of LTNYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Feb 28, 2026

Net Assets
$1.2B
Expense Ratio
0.77%
Dividend Yield (Current)
3.35%
Holdings
497
Inception Date
Sep 18, 1991
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+1.07%
1 Year+4.82%
3 Year+3.35%
5 Year+0.81%
10 Year+2.15%

Asset Allocation

Bonds: 100.00%
See how much of LTNYX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Top Holdings

View All →
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
Download all 497 holdings for LTNYX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
3.35%
Frequency
Monthly
Latest Distribution
$0.01
-

Peer Comparison

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

LTNYX Mutual Fund Overview

LTNYX Mutual Fund (Invesco Rochester Limited Term New York Municipal Fund Class A) is managed by Invesco (US) with $1.20B in net assets. LTNYX expense ratio is 0.77%, holding 497 positions across sectors including Financials, Real Estate, Industrials. Inception date: 1991-09-18.

LTNYX performance shows a YTD return of 1.07%. The 1-year return is 4.82% and the 5-year return is 0.81%. LTNYX dividend yield stands at 3.35%, paid monthly.

LTNYX 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 LTNYX holdings, LTNYX sectors, or LTNYX dividends.

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