Invesco Rochester High Yield Municipal ETF

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About IROC

IROC is an actively managed fund that primarily invests in municipal securities exempt from federal income taxes. It will hold low- to medium-quality municipal securities while aiming for a dollar-weighted average portfolio duration of less than 7.5 years. 

Index-Tracked
Index-Tracked
Category
High Yield Muni
CategoryHigh Yield Muni
Number of holdings
64
Number of holdings64
Inception Date
Dec 9, 2022
Inception DateDec 9, 2022

What's in this fund

Sectors

As of April 23, 2025
Municipal Bonds95.13%
Cash and Equivalents4.87%

Top 10 Holdings (25.28% of total assets)

As of April 23, 2025
NameSymbol% Assets
Invesco Premier US Government Money InstIUGXX4.87%
NEW YORK TRANSN DEV CORP SPL FAC REV 6%3.56%
VIRGINIA BEACH VA DEV AUTH RESIDENTIAL CARE FAC REV 5.375%3.30%
LOUISIANA PUB FACS AUTH REV 5.5%2.49%
PORT PORTLAND ORE ARPT REV 5.25%2.43%
ALLENTOWN PA NEIGHBORHOOD IMPT ZONE DEV AUTH TAX REV 5%1.79%
PENNSYLVANIA ECONOMIC DEV FING AUTH PRIVATE ACTIVITY REV 5.5%1.72%
NEW YORK TRANSN DEV CORP SPL FAC REV 6%1.71%
PATRIOTS ENERGY GROUP FING AGY S C GAS SUPPLY REV 5.25%1.71%
IOWA FIN AUTH MIDWESTERN DISASTER AREA REV 4%1.70%

IROC Key Statistics

AUM
29.81M
AUM29.81M
Price-Earnings ratio
Price-Earnings ratio
30-Day yield
4.11
30-Day yield4.11
Average volume
391.40
Average volume391.40
High today
$49.97
High today$49.97
Low today
$49.96
Low today$49.96
Open price
$49.97
Open price$49.97
Volume
439.00
Volume439.00
52 Week high
$51.90
52 Week high$51.90
52 Week low
$49.12
52 Week low$49.12
Expense ratio
0.39
Expense ratio0.39

Average Annual Return

All investments involve risks, including the loss of principal. Performance data represents past performance and is no guarantee of future results. Investment returns and principal value will fluctuate and are subject to market volatility. An investment, when redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance data quoted.