(PZA) National AMT-Free Municipal - NYSE

ETF Category: Muni National Long | Exchange: NYSE (USA) | Market Cap: 4.174m USD | Total Return: 9.2% in 12m

Municipal Bonds, Debt Securities, Fixed Income
Total Rating 64
Safety 63
Buy Signal 0.05
Muni National Long
Category Rotation: +0.4
TER: 0.28%
AUM: 4.17B
Avg Turnover: 24.5M
Risk 3d forecast
Volatility4.38%
VaR 5th Pctl0.78%
VaR vs Median-1.17%
Reward TTM
Sharpe Ratio1.11
Rel. Str. IBD36.3
Rel. Str. Peer Group91.7
Character TTM
Beta0.099
Beta Downside0.105
Hurst Exponent0.585
Drawdowns 3y
Max DD7.89%
CAGR/Max DD0.42
CAGR/Mean DD1.50

Warnings

Choppy

Tailwinds

Supp Ema8

Seasonality

Coming soon
Description: PZA National AMT-Free Municipal

The Invesco National AMT-Free Municipal Bond ETF (PZA) tracks an index of U.S. dollar-denominated, tax-exempt municipal debt issued by states, territories, and local political subdivisions. The fund maintains a mandate to invest at least 80% of its assets in index components, focusing specifically on debt obligations that are exempt from the federal Alternative Minimum Tax (AMT).

Municipal bonds are debt securities issued by local government entities to fund public infrastructure projects such as schools, highways, and water systems. A primary feature of this asset class is the federal tax exemption on interest income, which typically makes these bonds attractive to investors in higher tax brackets seeking predictable cash flows with lower historical default rates compared to corporate credit.

To better understand how these tax advantages align with your portfolio goals, consider reviewing the detailed performance metrics available on ValueRay.

Headlines to Watch Out For
  • Federal Reserve interest rate policy dictates underlying bond price volatility
  • National municipal credit spreads narrow as state tax receipts stabilize
  • Demand for AMT-free income increases amid high federal tax brackets
  • Long-term duration exposure amplifies sensitivity to 10-year Treasury yield shifts
What is the price of PZA shares?

As of June 29, 2026, the stock is trading at USD 23.50 with a total of 825,169 shares traded. Over the past week, the price has changed by +0.36%, over one month by +1.96%, over three months by +4.14% and over the past year by +9.18%.

Current recommended Stop Loss: 23.30 (which is 0.9% or 2.2 ATR below the current price).

Is PZA a buy, sell or hold?

National AMT-Free Municipal has no consensus analysts rating.