RMUNX Mutual Fund

RMUNX Mutual Fund

NAV$14.11
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Fund Essentials - as of Feb 28, 2026

Net Assets
-
Expense Ratio
1.15%
Dividend Yield (Current)
4.42%
Holdings
701
Inception Date
May 15, 1986
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+0.98%
1 Year+7.36%
3 Year+2.19%
5 Year-0.58%
10 Year+3.21%

Asset Allocation

Bonds: 100.00%
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Top Holdings

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TickerNameWeight
-New York St Dorm Auth St Perso Nysgen 03/50 Fixed 5.251.90%
-University of Puerto Rico, University System Revenue Bonds, Series 2006q1.67%
-New York Transportation Development Corp. (laguardia Airport Terminal B Redevelopment), Series 2016 A, Rb1.11%
NY NYTTRN 5.25 12/31New York Transportation Development Corp 5.25% 12/31/20541.05%
-New York State Thruway Authority 5 03/15/20511.00%
Top 10 Concentration: 11.18%Report Date: Feb 28, 2026
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Dividend Summary

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Dividend Yield (Current)
4.42%
Frequency
Monthly
Latest Distribution
$0.04
-

Peer Comparison

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

RMUNX Mutual Fund Overview

RMUNX Mutual Fund (Invesco Rochester New York Municipals Fund Class A) is managed by Invesco (US). RMUNX expense ratio is 1.15%, holding 701 positions across sectors including Financials, Real Estate, Industrials. Inception date: 1986-05-15.

RMUNX performance shows a YTD return of 0.98%. The 1-year return is 7.36% and the 5-year return is -0.58%. RMUNX dividend yield stands at 4.42%, paid monthly.

RMUNX top holdings include New York St Dorm Auth St Perso Nysgen 03/50 Fixed 5.25 (1.9%), University of Puerto Rico, University System Revenue Bonds, Series 2006q (1.7%), New York Transportation Development Corp. (laguardia Airport Terminal B Redevelopment), Series 2016 A, Rb (1.1%), New York Transportation Development Corp 5.25% 12/31/2054 (1.1%), New York State Thruway Authority 5 03/15/2051 (1.0%). Go to all RMUNX holdings, RMUNX sectors, or RMUNX dividends.

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