Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | ATFYX Insights | ATFYX Score | ATFYX Performance | ATFYX News | ATFYX Allocation | ATFYX Holdings Change

Invesco Limited Term Municipal Income Y (ATFYX) Fund Ranking and Research

Ranking, Research and Recommendation of Invesco Limited Term Municipal Income Y (ATFYX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Invesco Limited Term Municipal Income Y Fund (ATFYX) ManagerFund Manager - Julius Williams

Fund Manager Information

Fund Manager Tenure: 5.4 years
Similar Funds: ATFAX  ATFIX 
Fund Family: Invesco
Fund Category: Muni National Short
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.63)     (What does this score mean?)

 

Graph of Invesco Limited Term Municipal Income Y Fund (ATFYX) ProfileInvesco Limited Term Municipal Income Y Fund (ATFYX) Profile

Fund Profile and Description

Invesco Limited Term Municipal Income Y Fund seeks federal tax-exempt current income. Invesco Limited Term Municipal Income Y Fund normally invests at least 80% of total assets in municipal debt securities determined to be of investment grade quality. It invests primarily in municipal debt securities, which include revenue bonds and general obligation bonds. Invesco Limited Term Municipal Income Y Fund maintains a dollar-weighted average portfolio maturity of between three and ten years. It may invest 20% of total assets in municipal debt securities that are determined to be below investment grade quality.

 

Invesco Limited Term Municipal Income Y (ATFYX) Fund Strength What we like about Invesco Limited Term Municipal Income Y (ATFYX) Fund

Data for Invesco Limited Term Municipal Income Y Fund (ATFYX) as of May 30, 2016

  • Invesco Limited Term Municipal Income Y Fund (ATFYX) management has been with Invesco Limited Term Municipal Income Y Fund for 5.4 years
  • Invesco Limited Term Municipal Income Y Fund (ATFYX) has good short-term performance (1-year return 2.59% vs 1.39% Muni National Short category median performance)
  • Invesco Limited Term Municipal Income Y Fund (ATFYX) has good mid-term performance (3-year return 2.13% vs 0.80% Muni National Short category median performance)
  • Invesco Limited Term Municipal Income Y Fund (ATFYX) has good Long-term performance (5-year return 3.48% vs 1.38% Muni National Short category median performance)
  • Invesco Limited Term Municipal Income Y Fund (ATFYX) ratio of up-years vs down years is greater than 2
  • Invesco Limited Term Municipal Income Y Fund (ATFYX) has a Morningstar rating of 4 and above
  • Asset base in Invesco Limited Term Municipal Income Y Fund (ATFYX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Invesco Limited Term Municipal Income Y Fund (ATFYX) has an annual stock turnover rate of 13.00% vs Muni National Short average of 25.33%. It is good that Invesco Limited Term Municipal Income Y management does not trade extensively for its return.
  • Invesco Limited Term Municipal Income Y Fund (ATFYX) has a lower expense ratio than its Muni National Short average: 0.36% vs 0.71%
  • Invesco Limited Term Municipal Income Y Fund (ATFYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Invesco Limited Term Municipal Income Y Fund (ATFYX) Weakness What we are cautious about Invesco Limited Term Municipal Income Y (ATFYX) Fund

Data for Invesco Limited Term Municipal Income Y Fund (ATFYX) as of May 30, 2016

  • Invesco Limited Term Municipal Income Y Fund (ATFYX) is more volatile than its peers as it has a 3-year Standard Deviation of 2.06 that is higher than category average of 1.26
See Invesco Limited Term Municipal Income Y Fund (ATFYX) performance details as of May 30, 2016

 

What do you think?

 

Compare Invesco Limited Term Municipal Income Y Fund (ATFYX)Compare with other top Muni National Short category mutual funds

Aadditional top Muni National Short mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Invesco Limited Term Municipal Income Y1.172.592.133.48
Wells Fargo Advantage Strat Muni Bd Adm (VMPYX)1.413.242.513.08Compare

See top fund managers for Muni National Short Category Funds

 

Compare Invesco Limited Term Municipal Income Y Fund (ATFYX)Compare with Muni National Short category ETFs

Some Muni National Short ETFs for your consideration

ETFYear to DateOne YearThree Year
Market Vectors Short Municipal ETF (SMB)1.00%2.60%1.17%
Market Vectors Pre-Refunded Muni ETF (PRB)0.80%2.12%0.37%
PIMCO Short Term Municipal Bond Actv ETF (SMMU)0.82%1.71%0.80%
iShares ST National AMTFree Muni Bnd (SUB)000
SPDR Nuveen Barclays ST Muni Bd ETF (SHM)000

 

Graph of Invesco Limited Term Municipal Income Y Fund (ATFYX) Net Asset TrackingInvesco Limited Term Municipal Income Y (ATFYX) Fund Net Asset

Track net asset change of Invesco Limited Term Municipal Income Y fund (ATFYX)

DateNet Asset
05/2016$2.47B
03/2016$2.30B
02/2016$2.22B
More historic net asset information on Invesco Limited Term Municipal Income Y Fund (ATFYX)

  

Graph of Invesco Limited Term Municipal Income Y Fund (ATFYX) Portfolio TrackingInvesco Limited Term Municipal Income Y (ATFYX) Fund Portfolio Allocation

Track portfolio allocation change of Invesco Limited Term Municipal Income Y fund (ATFYX)

DateCashStockBondOther
03/20166.4%0%93.6%0%
12/20156.74%0%93.26%0%
09/20156.94%0%93.06%0%
Click here to see more historic asset allocation information on Invesco Limited Term Municipal Income Y Fund (ATFYX)

 

graph of Invesco Limited Term Municipal Income Y Fund (ATFYX) Top 10 Position TrackingTop 10 Holdings in Invesco Limited Term Municipal Income Y (ATFYX) Fund

Discover what Invesco Limited Term Municipal Income Y Fund (ATFYX) manager is buying

Mar 30, 2016
Miami-Dade Cnty Fla Wtr & Swr Ref Bds 5% [0.98%]
Whiting Ind Environmental Facs Rev 1.85% [0.87%]
Texas Mun Gas Acquisition & Su Sr 6.25% [0.78%]
Virginia College Bldg Auth 5% [0.75%]
New York St Dorm Auth 5% [0.73%]
New York St Twy Auth 5% [0.71%]
Louisiana St Citizens Ppty Ins Ref Bd 5% [0.67%]
St Charles Cnty Mo Indl Dev Au Rev Bds [0.63%]
Connecticut St Health & Edl Fa Rev Bd 1% [0.6%]
Nevada St Hwy Impt Rev Rev Impt 5% [0.59%]

Dec 30, 2015
Whiting Ind Environmental Facs Rev 1.85% [1.02%]
Virginia College Bldg Auth 5% [0.88%]
New York St Dorm Auth 5% [0.86%]
Texas Mun Gas Acquisition & Su Sr 6.25% [0.82%]
Michigan Fin Auth 5% [0.74%]
Louisville & Jefferson Cnty Ky Rev Bd 5% [0.72%]
New York N Y Go Bds 5% [0.71%]
Metropolitan Atlanta Rapid Tra Rev 0.29% [0.68%]
Central Puget Sound Wash Regl Sales Tax [0.64%]
New York St Urban Dev Corp Rev St Per 5% [0.62%]

Sep 29, 2015
Whiting Ind Environmental Facs Rev 1.85% [1.14%]
Virginia College Bldg Auth 5% [0.99%]
Metropolitan Atlanta Rapid Tra Rev 0.29% [0.77%]
Central Puget Sound Wash Regl Sales Tax [0.71%]
Texas Mun Gas Acquisition & Su Sr 6.25% [0.69%]
New Mexico Mun Engy Acquisit Ref Bds [0.68%]
Michigan Fin Auth 5% [0.66%]
Louisville & Jefferson Cnty Ky Rev Bd 5% [0.66%]
Pennsylvania St Tpk Commn Tpk Rev Bds [0.65%]
New York N Y Go Bds 5% [0.65%]
Click here for Stock Holding Change Map in Invesco Limited Term Municipal Income Y Fund (ATFYX)

  

Latest News on Invesco Limited Term Municipal Income Y (ATFYX) Fund

See what is happening with Invesco Limited Term Municipal Income Y Fund (ATFYX)

    No recent news

 

Invesco Limited Term Municipal Income Y Fund (ATFYX) Related ResourcesSee more information on Invesco Limited Term Municipal Income Y (ATFYX) Fund

Popular pages on Invesco Limited Term Municipal Income Y (ATFYX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update