ONYYX Mutual Fund

ONYYX Mutual Fund

NAV$9.96
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Fund Essentials - as of Jun 30, 2026

Net Assets
-
Expense Ratio
0.86%
Dividend Yield (Current)
4.46%
Holdings
295
Inception Date
Jan 31, 2011
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+1.44%
1 Year+7.50%
3 Year+2.80%
5 Year-0.18%
10 Year+2.37%

Asset Allocation

Bonds: 99.91%
Other: 0.09%
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Top Holdings

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TickerNameWeight
-Freddie Mac Pool V80026 3.00% 4/1/20433.03%
-NZD2604082.88%
-Bank Of New York Mellon Corp/The 4.706 02/01/20342.77%
-Bought INR Sold USD 202604072.36%
-Union Pacific Corp 4.5 01/20/20332.13%
Top 10 Concentration: 21.99%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
4.46%
Frequency
Monthly
Latest Distribution
$0.03
-

Peer Comparison

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

ONYYX Mutual Fund Overview

ONYYX Mutual Fund (Invesco Rochester AMT-Free New York Municipal Fund Class Y) is managed by Invesco (US). ONYYX expense ratio is 0.86%, holding 295 positions across various sectors. Inception date: 2011-01-31.

ONYYX performance shows a YTD return of 1.44%. The 1-year return is 7.50% and the 5-year return is -0.18%. ONYYX dividend yield stands at 4.46%, paid monthly.

ONYYX top holdings include Freddie Mac Pool V80026 3.00% 4/1/2043 (3.0%), NZD260408 (2.9%), Bank Of New York Mellon Corp/The 4.706 02/01/2034 (2.8%), Bought INR Sold USD 20260407 (2.4%), Union Pacific Corp 4.5 01/20/2033 (2.1%). Go to all ONYYX holdings, ONYYX sectors, or ONYYX dividends.

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