CPCFX – Invesco Core Plus Bond C Investment Strategy | Morningstar

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Strategy

The investment seeks total return, comprised of current income and capital appreciation. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in fixed income securities and in derivatives and other instruments that have economic characteristics similar to such securities. It invests primarily in investment grade fixed-income securities generally represented by the Bloomberg U.S. Aggregate Bond Index (the benchmark index). The fund may invest up to 30% of its net assets in foreign debt securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CPBYX	Invesco Core Plus Bond Fund Class Y	Institutional	Open			Jun 3, 2009	$1.20B	0.540%	Above Average	$1,000	−$114.76M
ACPSX	Invesco Core Plus Bond Fund Class A	Front Load	Open			Jun 3, 2009	$1.25B	0.790%	Above Average	$1,000	−$62.67M
CPCFX	Invesco Core Plus Bond Fund Class C	Level Load	Open			Jun 3, 2009	$27.76M	1.540%	Above Average	$1,000	−$7.35M
CPIIX	Invesco Core Plus Bond Fund R5 Class	Retirement, Large	Limited			Jun 3, 2009	$16.11M	0.510%	High	$1M	$117,040.44
CPBFX	Invesco Core Plus Bond Fund Class R6	Retirement, Large	Open			Sep 24, 2012	$2.30B	0.440%	Above Average	$1M	−$204.53M
CPBRX	Invesco Core Plus Bond Fund Class R	Retirement, Medium	Open			Jun 3, 2009	$37.50M	1.040%	Above Average	$1,000	$3.19M

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