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Morningstar

Invesco Core Plus Bond A ACPSX

Morningstar Medalist Rating
Medalist Rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 8.95  /  +0.12 %
  • Total Assets 4.9 Bil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 4.53%
  • Effective Duration 6.37 years

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:10 PM GMT+0

Morningstar’s Analysis ACPSX

Will ACPSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ACPSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ACPSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ACPSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Remains a solid option despite recent setbacks.

Analyst Thomas Murphy

Thomas Murphy

Analyst

Summary

Invesco Core Plus Bond’s experienced team applies a structured and fundamentally driven approach that has delivered strong results over the long haul. The strategy earns a Morningstar Medalist Rating of Bronze across most share classes, while its more-expensive share classes are rated Neutral.

by Thomas Murphy
Rated on Published on

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Portfolio Holdings ACPSX

More ACPSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.5