ONJYX – Invesco New Jersey Municipal Y Investment Strategy | Morningstar

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Strategy

The investment seeks tax-free income. Under normal market conditions, and as a fundamental policy, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in securities the income from which, in the opinion of counsel to the issuer of each security, is exempt from regular federal individual and, as applicable, the fund’s state income tax. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
ONJYX	Invesco New Jersey Municipal Fund Class Y	Institutional	Open			Nov 29, 2010	$109.21M	0.700%	High	$1,000	$16.53M
ONJAX	Invesco New Jersey Municipal Fund Class A	Front Load	Open			Mar 1, 1994	$246.66M	0.950%	High	$1,000	−$19.23M
ONJCX	Invesco New Jersey Municipal Fund Class C	Level Load	Open			Aug 29, 1995	$14.16M	1.600%	High	$1,000	−$917,777.17
IORJX	Invesco New Jersey Municipal Fund Class R6	Retirement, Large	Open			May 24, 2019	$699,885.00	0.640%	High	$1M	$652,001.63

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