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Invesco AMT-Free Municipal A OPTAX

Quantitative rating as of
  • NAV / 1-Day Return 7.00  /  0.03 %
  • Total Assets 2.4 Bil
  • Adj. Expense Ratio
  • Expense Ratio 0.800%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Muni National Long
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 3.51%
  • Effective Duration 9.07 years

Morningstar’s Analysis OPTAX

Will OPTAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Invesco AMT-Free Municipal A's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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