Invesco Core Plus Bond’s strong team has applied a straightforward investment process that’s contributed to solid returns. The strategy’s cheaper share classes earn Morningstar Analyst Ratings of Bronze, while its more expensive offering warrants a Neutral rating.
Will CPIIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CPIIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the CPIIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of CPIIX’s parent organization’s priorities and whether they’re in line with investors’ interests.