Key stats
About Invesco California AMT-Free Municipal Bond Portfolio
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Inception date
Oct 11, 2007
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Ordinary income
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Invesco Capital Management LLC
Distributor
Invesco Distributors, Inc.
PWZ focuses on AMT-free bonds primarily within the California municipal debt market but includes small amounts in US territories such as Puerto Rico and Guam muni issues as they currently enjoy the same tax treatment as California munis. The index selects US-denominated investment-grade tax-exempt debt securities that have at least 15 years remaining term to maturity. The fund may carry more interest rate risk due to the skew towards long-dated bonds. The fund also tilts heavily toward the volatile revenue bond sector. These biases boost the funds yield, but also increase risk. The fund and the index are rebalanced and reconstituted monthly.
Classification
What's in the fund
Exposure type
Municipal
Bonds, Cash & Other100.00%
Municipal99.93%
Cash0.07%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.