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Invesco Short Duration Inflation Prot R5 ALMIX

Quantitative rating as of
NAV / 1-Day Return
9.83  /  0.10 %
Total Assets
678.0 Mil
Adj. Expense Ratio
Expense Ratio
0.300%
Distribution Fee Level
Low
Share Class Type
Retirement, Large
Category
Inflation-Protected Bond
Credit Quality / Interest Rate Sensitivity
High / Limited
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
9.60%
Effective Duration
2.85 years

Morningstar’s Analysis ALMIX

Will ALMIX outperform in future?

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

Summary

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Weakness in Invesco Short Duration Inflation Prot R5's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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