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Invesco California AMT-Free Municipal Bond ETF (PWZ)

california-munis tax-exempt amt-free

The Invesco California AMT-Free Municipal Bond ETF offers targeted exposure to California municipal bonds that are exempt from both federal and state income taxes. This fund provides a way for investors, particularly California residents, to access a diversified portfolio of tax-advantaged municipal debt. It's an excellent choice for those looking to maximize their after-tax returns while supporting local infrastructure projects.

Key Info

AUM $498.09M
Expense Ratio 0.28%
Inception Date October 11, 2007
Distribution Frequency Monthly
Weighting Method Market Value
Number of Holdings 206
Tracking Index ICE BofA California Long-Term Core Plus Municipal Securities Index

See Also

CMF MUB VCAIX

Last updated: September 5, 2024