ORSTX Mutual Fund

ORSTX Mutual Fund

NAV$3.68
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Fund Essentials - as of Jun 30, 2026

Net Assets
$409M
Expense Ratio
0.76%
Dividend Yield (Current)
2.62%
Holdings
635
Inception Date
Dec 6, 2010
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+0.79%
1 Year+2.31%
3 Year+2.74%
5 Year+1.78%
10 Year+1.77%

Asset Allocation

Bonds: 100.00%
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Top Holdings

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TickerNameWeight
-Ust 5Yr Fut Fvm6 06-30-261.91%
-Carnival Corp Ltd 5.88 06/15/20311.22%
-Freddie Mac Pool Rj3446 6.00% 11/1/20541.19%
-Nn Group Nv 6%/Var 11/03/2043 Regs1.04%
-Wells Fargo &Amp; Co 5.03539 04/23/20291.03%
Top 10 Concentration: 10.78%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
2.62%
Frequency
Monthly
Latest Distribution
$0.00
-

Peer Comparison

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

ORSTX Mutual Fund Overview

ORSTX Mutual Fund (Invesco Short Term Municipal Fund Class A) is managed by Invesco (US) with $408.8M in net assets. ORSTX expense ratio is 0.76%, holding 635 positions across sectors including Utilities. Inception date: 2010-12-06.

ORSTX performance shows a YTD return of 0.79%. The 1-year return is 2.31% and the 5-year return is 1.78%. ORSTX dividend yield stands at 2.62%, paid monthly.

ORSTX top holdings include Ust 5Yr Fut Fvm6 06-30-26 (1.9%), Carnival Corp Ltd 5.88 06/15/2031 (1.2%), Freddie Mac Pool Rj3446 6.00% 11/1/2054 (1.2%), Nn Group Nv 6%/Var 11/03/2043 Regs (1.0%), Wells Fargo &Amp; Co 5.03539 04/23/2029 (1.0%). Go to all ORSTX holdings, ORSTX sectors, or ORSTX dividends.

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