ONYCX Mutual Fund

ONYCX Mutual Fund

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Fund Essentials - as of Feb 28, 2026

Net Assets
-
Expense Ratio
1.86%
Dividend Yield (Current)
3.54%
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-1.34%
10 Year+1.26%

Asset Allocation

Bonds: 100.00%
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Top Holdings

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TickerNameWeight
-New York (Counties Of), Ny Tobacco Trust V, Series 2005 S-1, Rb1.90%
NY NYSHGR 5.25 05/01New York St Dorm Auth Revenues Non St Supported Debt 05/01/20541.77%
NY NYC 5.25 04/01/20New York City, New York, General Obligation Bonds, Fiscal 2024 Series D 5.25 2047-04-011.66%
NY NYC 4 08/01/2050New York City, New York, General Obligation Bonds, Fiscal 2022 Series A-11.65%
PR CHIGEN 5.62 05/15Children's Trust Fund, Series 2002, Rb1.61%
Top 10 Concentration: 14.35%Report Date: Feb 28, 2026
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Dividend Summary

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Dividend Yield (Current)
3.54%
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 sectors including Financials, Real Estate, Industrials. 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 -1.34%. ONYCX dividend yield stands at 3.54%, paid monthly.

ONYCX top holdings include New York (Counties Of), Ny Tobacco Trust V, Series 2005 S-1, Rb (1.9%), New York St Dorm Auth Revenues Non St Supported Debt 05/01/2054 (1.8%), New York City, New York, General Obligation Bonds, Fiscal 2024 Series D 5.25 2047-04-01 (1.7%), New York City, New York, General Obligation Bonds, Fiscal 2022 Series A-1 (1.6%), Children's Trust Fund, Series 2002, Rb (1.6%). 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.