OLCAX Mutual Fund

OLCAX Mutual Fund (Invesco Limited Term California Municipal Fund Fd A) is managed by Invesco (US). OLCAX expense ratio is 0.79%, holding 416 positions across sectors including Financials, Industrials, Utilities. Inception date: 2004-02-25.

OLCAX performance shows a YTD return of 0.97%. The 1-year return is 4.35% and the 5-year return is 0.87%. OLCAX dividend yield stands at 3.03%, paid monthly.

OLCAX top holdings include Los Angeles Department of Airports, California, Revenue Bonds, Los Angeles International Airport, Subordinate Lien Series 2016b (1.9%), Ca Cmnyy Choice-F 5 2/1/2055 (1.9%), Long Beach (City Of), Ca, Series 2017 A, Rb (1.9%), California Municipal Finance A Casfin 07/29 Fixed 4 4 2029-07-15 (1.8%), San Jose, California, Airport Revenue Bonds, Refunding Series 2017a (1.7%). Go to all OLCAX holdings, OLCAX sectors, or OLCAX dividends.

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