ONYYX Mutual Fund

ONYYX Mutual Fund

NAV$10.07

Fund Essentials - as of Feb 28, 2026

Net Assets
-
Expense Ratio
0.95%
Dividend Yield (Current)
4.33%
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+3.75%
1 Year+8.83%
3 Year+3.59%
5 Year+0.24%
10 Year+2.49%

Asset Allocation

Bonds: 100.00%

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)
4.33%
Frequency
Monthly
Latest Distribution
$0.03
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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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 0.95%, holding 295 positions across sectors including Financials, Real Estate, Industrials. Inception date: 2011-01-31.

ONYYX performance shows a YTD return of 3.75%. The 1-year return is 8.83% and the 5-year return is 0.24%. ONYYX dividend yield stands at 4.33%, paid monthly.

ONYYX 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%). View all ONYYX holdings, sector breakdown, or dividend history.

ONYYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ONYYX alternatives are available via the screener, along with tax-loss harvesting opportunities.