OMFYX Mutual Fund

OMFYX Mutual Fund

NAV$6.61
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Fund Essentials - as of Jun 30, 2026

Net Assets
$487M
Expense Ratio
0.82%
Dividend Yield (Current)
4.02%
Holdings
529
Inception Date
Nov 29, 2010
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+1.24%
1 Year+7.02%
3 Year+3.01%
5 Year+0.18%
10 Year+3.49%

Asset Allocation

Bonds: 100.00%
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Top Holdings

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TickerNameWeight
DC DCTTRN 4 07/15/20DC DCTTRN 4 07/15/201.29%
-Morgan Stanley Bank Na 5.016 01/12/20291.29%
IL ILSTRN 5 01/01/20IL ILSTRN 5 01/01/201.13%
-Paccar Financial Corp 3.9 02/05/20291.00%
-CAD Fwd Sale To EUR 5/7/20260.94%
Top 10 Concentration: 10.16%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
4.02%
Frequency
Monthly
Latest Distribution
$0.02
-

Peer Comparison

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

OMFYX Mutual Fund Overview

OMFYX Mutual Fund (Invesco AMT-Free Municipal Income Fund Class Y) is managed by Invesco (US) with $487.1M in net assets. OMFYX expense ratio is 0.82%, holding 529 positions across various sectors. Inception date: 2010-11-29.

OMFYX performance shows a YTD return of 1.24%. The 1-year return is 7.02% and the 5-year return is 0.18%. OMFYX dividend yield stands at 4.02%, paid monthly.

OMFYX top holdings include DC DCTTRN 4 07/15/20 (1.3%), Morgan Stanley Bank Na 5.016 01/12/2029 (1.3%), IL ILSTRN 5 01/01/20 (1.1%), Paccar Financial Corp 3.9 02/05/2029 (1.0%), CAD Fwd Sale To EUR 5/7/2026 (0.9%). Go to all OMFYX holdings, OMFYX sectors, or OMFYX dividends.

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