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  • Fund Type: Closed-End Fund
  • Objective: Muni-Pennsylvania
  • Asset Class: Debt
  • Geographic Focus: Pennsylvania

Invesco Pennsylvania Value Municipal Income Trust

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XVPVX:US

15.37 USD 0.01 0.07%

As of 09:29:30 ET on 05/17/2013.

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Snapshot for Invesco Pennsylvania Value Municipal Income Trust (XVPVX)

Year To Date: +1.73% 3-Month: +1.01% 3-Year: +10.18% 52-Week Range: 15.04 - 15.92
1-Month: +0.10% 1-Year: +7.40% 5-Year: +8.27% Beta vs SPX: 0.24

Mutual Fund Chart for XVPVX

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  • XVPVX:US 15.37
  • 1M
  • 1Y
Interactive XVPVX Chart

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Fund Profile & Information for XVPVX

Invesco Pennsylvania Value Municipal Income Trust is a non-diversified, closed-end management investment company incorporated in the USA. The Trust's objective is to provide a high level of current income exempt from federal and Pennsylvania income taxes. The Trust invests primarily in investment grade Pennsylvania municipal securities.

Inception Date: 04-30-1993 Telephone: 1-800-341-2929
Managers: JULIUS WILLIAMS / MARK PARIS
Web Site: www.vankampen.com

Fundamentals for XVPVX

NAV (on 2013-05-17) 15.37
Assets (M) (on 2013-05-17) 570.12
Fund Leveraged Y
Fund Leverage Percent Y
Minimum Investment 0.00
Minimum Subsequent Investment 0.00

Dividends for XVPVX

Dividend Type Income
Dividend Frequency Monthly
Last Dividend Net (on 2013-05-09) 0.08
Dividend Yield (ttm) 5.86

Fees & Expenses for XVPVX

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 0.55
Redemption Fee 0.00
12b1 Fee 0.00
Expense Ratio 1.02

Top Fund Holdings for XVPVX

Filing Date: 12/31/2012
Name Position Value % of Total
DE VY REGL FIN GOVT 8,000 9,230,880 1.870%
PA ST-ROLS-14002 5,000 7,986,800 1.618%
PA ST TP DRIVER-3003 6,500 7,850,310 1.591%
JPM DRIVER-SER 3405 5,535 6,962,698 1.411%
PA HGR ED DRVR-2844 5,310 6,600,489 1.337%
JPM CHASE 4,045 6,517,992 1.321%
DAUPHIN HLTH-A-PINNAC 5,475 6,410,075 1.299%
PA TPK COMMN 5,840 6,179,596 1.252%
BEAVER CNTY-NTS 4,935 5,623,186 1.139%
PA HGR ED-A-ST JOSEPH 5,000 5,529,600 1.120%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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