PZA ETF Analysis: National AMT-Free Municipal | NYSE

Muni National Long | NYSE, USA | Market Cap: 4.217m USD | 12M Return: 8.3% | Charts, Fundamentals & Technical Analysis

Municipal Bonds, Tax-Exempt Debt, State Securities, Long-Term Bonds
Total Rating 54
Safety 57
Buy Signal -0.48
Muni National Long
Category Rotation: -4.3
TER: 0.28%
AUM: 4.22B
Avg Turnover: 24.6M
Risk 3d forecast
Volatility6.83%
VaR 5th Pctl1.21%
VaR vs Median-1.40%
Reward TTM
Sharpe Ratio0.92
Rel. Str. IBD33.8
Rel. Str. Peer Group58.3
Character TTM
Beta0.105
Beta Downside0.115
Hurst Exponent0.584
Drawdowns 3y
Max DD7.74%
CAGR/Max DD0.33
CAGR/Mean DD1.18

Warnings

Choppy

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.2% 0
Feb -0.1% 13
Mar -0.3% 16
Apr -0.2% 2
May +0.7% 24
Jun +0.1% 5
Jul +0.5% 49
Aug -0.1% 11
Sep -1.1% 37
Oct -0.7% 37
Nov +1.0% 39
Dec -0.1% 8

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: PZA National AMT-Free Municipal

The Invesco National AMT-Free Municipal Bond ETF (PZA) is a passively managed exchange-traded fund that seeks to track an underlying index by investing at least 80% of its total assets in its components. The underlying index consists of U.S. dollar-denominated, tax-exempt municipal debt securities publicly issued by U.S. states, territories, and their political subdivisions within the domestic market.

The fund operates within the municipal bond sector, which finances public infrastructure and government projects through debt issued by state and local entities. As an AMT-Free fund, it specifically holds municipal bonds whose interest income is exempt from the federal Alternative Minimum Tax, making it particularly relevant for investors in higher tax brackets seeking tax-efficient income.

Headlines to Watch Out For
  • Fed rate cuts drive long-duration muni bond prices higher
  • Federal tax policy shifts impact AMT-free muni demand
  • State fiscal stress widens municipal credit spreads
What is the price of PZA shares?

As of July 28, 2026, the stock is trading at USD 22.91 with a total of 1,472,910 shares traded. Over the past week, the price has changed by -1.34%, over one month by -2.32%, over three months by -0.90% and over the past year by +8.33%.

Current recommended Stop Loss: 22.70 (which is 0.9% or 2.1 ATR below the current price).

Is PZA a buy, sell or hold?

National AMT-Free Municipal has no consensus analysts rating.