ONYCX Mutual Fund

ONYCX Mutual Fund

NAV$9.65
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Fund Essentials - as of Jun 30, 2026

Net Assets
-
Expense Ratio
1.86%
Dividend Yield (Current)
3.58%
Holdings
295
Inception Date
Aug 29, 1995
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+0.85%
1 Year+6.44%
3 Year+1.74%
5 Year-1.18%
10 Year+1.35%

Asset Allocation

Bonds: 99.91%
Other: 0.09%
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Top Holdings

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TickerNameWeight
-Us Bancorp 4.548 07/22/20283.03%
-Bank Of New York Mellon Corp/The 3.75 12/31/2079 3.75 2079-12-312.88%
-Bank Of New York Mellon Corp/The 4.706 02/01/20342.77%
-Sierra Pacific Power Co 5.9 03/15/20542.36%
-Union Pacific Corp 4.5 01/20/20332.13%
Top 10 Concentration: 21.87%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
3.58%
Frequency
Monthly
Latest Distribution
$0.02
-

Peer Comparison

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

ONYCX Mutual Fund Overview

ONYCX Mutual Fund (Invesco Rochester AMT-Free New York Municipal Fund Class C) is managed by Invesco (US). ONYCX expense ratio is 1.86%, holding 295 positions across various sectors. Inception date: 1995-08-29.

ONYCX performance shows a YTD return of 0.85%. The 1-year return is 6.44% and the 5-year return is -1.18%. ONYCX dividend yield stands at 3.58%, paid monthly.

ONYCX top holdings include Us Bancorp 4.548 07/22/2028 (3.0%), Bank Of New York Mellon Corp/The 3.75 12/31/2079 3.75 2079-12-31 (2.9%), Bank Of New York Mellon Corp/The 4.706 02/01/2034 (2.8%), Sierra Pacific Power Co 5.9 03/15/2054 (2.4%), Union Pacific Corp 4.5 01/20/2033 (2.1%). Go to all ONYCX holdings, ONYCX sectors, or ONYCX dividends.

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