Invesco National AMT-Free Municipal Bond ETF is an affordable choice for investors seeking tax-exempt income in long-term bonds.
Invesco National AMT-Free Municipal Bond ETF PZA
Morningstar’s Analysis PZA
Will PZA outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the PZA management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of PZA’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 1.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Cash | 2.69 | 111M | Cash and Equivalents |
CALIFORNIA HEALTH FACS FING AUTH REV 4% | 0.13 | 6M | municipal |
NEW YORK ST DORM AUTH REVS NON ST SUPPORTED DEBT 5.5% | 0.12 | 5M | municipal |
NEW YORK ST DORM AUTH ST PERS INCOME TAX REV 4% | 0.11 | 5M | municipal |
SALT RIV PROJ AGRIC IMPT & PWR DIST ARIZ ELEC SYS REV 5.25% | 0.10 | 4M | municipal |
TEXAS WTR DEV BRD REV 4.75% | 0.10 | 4M | municipal |
UNIV CALIF REGTS MED CTR POOLED REV 5% | 0.10 | 4M | municipal |
UNIV CALIF REGTS MED CTR POOLED REV 4% | 0.10 | 4M | municipal |
CALIFORNIA HEALTH FACS FING AUTH REV 4% | 0.10 | 4M | municipal |
ORANGE CNTY FLA HEALTH FACS AUTH REV 5.25% | 0.10 | 4M | municipal |