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Nasdaq - Delayed Quote USD

Invesco Limited Term Municipal Income A (ATFAX)

10.72
-0.07
(-0.65%)
As of 8:09:02 AM EDT. Market Open.

Investment Information

Min Initial Investment
1,000,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 10.24.2024
  • RBC Wealth Management-Advisory Eligible
  • Commonwealth Universe
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in municipal debt securities that (1) pay interest that is excluded from gross income for federal income tax purposes, and (2) do not produce income that will be considered to be an item of preference for purposes of the alternative minimum tax. At least 80% of its net assets will normally be invested in investment grade municipal debt securities. The advisor will attempt to maintain a dollar-weighted average effective portfolio maturity of five years or less.

Fund Overview

Category Muni National Short
Fund Family Invesco
Net Assets 2.74B
YTD Return 0.39%
Yield 3.40%
Morningstar Rating
Inception Date Jul 30, 2004

Performance & Risk

YTD Return -0.50%
5y Average Return 1.51%
Rank in Category (ytd) 90
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.45
Morningstar Risk Rating

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