OPNYX Mutual Fund

OPNYX Mutual Fund

NAV$9.90
See how much of OPNYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Jun 30, 2026

Net Assets
-
Expense Ratio
1.10%
Dividend Yield (Current)
4.24%
Holdings
295
Inception Date
Aug 16, 1984
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+1.30%
1 Year+7.24%
3 Year+2.55%
5 Year-0.42%
10 Year+2.13%

Asset Allocation

Bonds: 99.91%
Other: 0.09%
See how much of OPNYX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Top Holdings

View All →
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%
-214563995.Srdlc2.77%
-Anheuser-Busch Inbev Worldwide Inc 5.45 01/23/20392.36%
-Union Pacific Corp 4.5 01/20/20332.13%
Top 10 Concentration: 21.99%Report Date: Jun 30, 2026
Download all 295 holdings for OPNYX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
4.24%
Frequency
Monthly
Latest Distribution
$0.03
-

Peer Comparison

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

OPNYX Mutual Fund Overview

OPNYX Mutual Fund (Invesco Rochester AMT-Free New York Municipal Fund Class A) is managed by Invesco (US). OPNYX expense ratio is 1.10%, holding 295 positions across various sectors. Inception date: 1984-08-16.

OPNYX performance shows a YTD return of 1.30%. The 1-year return is 7.24% and the 5-year return is -0.42%. OPNYX dividend yield stands at 4.24%, paid monthly.

OPNYX 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%), 214563995.Srdlc (2.8%), Anheuser-Busch Inbev Worldwide Inc 5.45 01/23/2039 (2.4%), Union Pacific Corp 4.5 01/20/2033 (2.1%). Go to all OPNYX holdings, OPNYX sectors, or OPNYX dividends.

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