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Invesco Trust For Inv Grade NY Munis (VTN)
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Upturn Advisory Summary
12/12/2025: VTN (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 13.12% | Avg. Invested days 54 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 12/12/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 149.74M USD | Price to earnings Ratio 35.34 | 1Y Target Price - |
Price to earnings Ratio 35.34 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.68 | 52 Weeks Range 9.49 - 11.68 | Updated Date 06/29/2025 |
52 Weeks Range 9.49 - 11.68 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 8.02% | Basic EPS (TTM) 0.29 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 39% | Operating Margin (TTM) 85.72% |
Management Effectiveness
Return on Assets (TTM) 2.52% | Return on Equity (TTM) 2.88% |
Valuation
Trailing PE 35.34 | Forward PE - | Enterprise Value 346623968 | Price to Sales(TTM) 9.97 |
Enterprise Value 346623968 | Price to Sales(TTM) 9.97 | ||
Enterprise Value to Revenue 30.41 | Enterprise Value to EBITDA - | Shares Outstanding 14608300 | Shares Floating - |
Shares Outstanding 14608300 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 13.34 |
About Invesco Trust For Inv Grade NY Munis
Exchange NYSE | Headquaters Atlanta, GA, United States | ||
IPO Launch date 1992-05-13 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Invesco Trust for Investment Grade New York Municipals is a closed-ended fixed income mutual fund launched by Invesco Ltd. The fund is co-managed by Invesco Advisers, Inc., INVESCO Asset Management (Japan) Limited, INVESCO Asset Management Deutschland GmbH, INVESCO Asset Management Limited, Invesco Canada Ltd., Invesco Hong Kong Limited, and INVESCO Senior Secured Management, Inc. It invests in the fixed income markets of the United States. The fund primarily invests in investment grade New York municipal securities which include municipal bonds, municipal notes, municipal commercial paper, and lease obligations. It employs fundamental analysis with bottom-up security selection approach to create its portfolio. The fund was formerly known as Invesco Van Kampen Trust for Investment Grade New York Municipals. Invesco Trust for Investment Grade New York Municipals was formed on March 27, 1992 and is domiciled in the United States.
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