Invesco Rochester New York Municipals Fund Class A (RMUNX) Research

This fund commits a minimum of 80% of its net assets (which may include borrowed capital for investment) to debt instruments whose earnings, according to the issuer's legal counsel, are free from regular federal individual income tax and, where relevant, the fund's state income tax. Its primary holdings consist of municipal bonds from New York, specifically selected because their interest payments are considered exempt from both federal and New York personal income taxes, as attested by the issuer's legal advisors. Up to a quarter (25%) of the fund's total assets may be allocated to lower-rated debt, often known as "junk bonds."

Market snapshot

Symbol
RMUNX
Price
$14.52
Day change
+0.14%
Market cap
$4.8B
52-week range
13.68-14.64
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Century Small Cap Growth Fund - Investor Class (ANOIX)
  • American Century Small Cap Growth Fund - I Class (ANONX)
  • BlackRock Event Driven Equity Inv A (BALPX)
  • American Funds 2015 Target Date Retirement Fd Cl F-1 (FAKTX)
  • First Eagle Gold Fund Class C (FEGOX)
  • Goldman Sachs Small Cap Value Fund Institutional Shares (GSSIX)
  • Janus Henderson Global Research Fund - T Shares (JAWWX)
  • First Eagle Gold Fund Class A (SGGDX)

Open Invesco Rochester New York Municipals Fund Class A (RMUNX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.