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Invesco Short Term Bond R5 ISTBX

Analyst rating as of
NAV / 1-Day Return
8.66  /  0.13 %
Total Assets
3.1 Bil
Adj. Expense Ratio
0.400%
Expense Ratio
0.400%
Fee Level
Average
Longest Manager Tenure
12.12 years
Category
Short-Term Bond
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
2.15%
Effective Duration
1.95 years
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Morningstar’s Analysis

Will ISTBX outperform in future?

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

A solid short-term strategy with a corporate bias.

Summary

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The experienced and well-resourced team behind Invesco Short Term Bond applies an effective investment process that’s contributed to solid returns. The strategy’s cheaper share classes earn a Morningstar Analyst Rating of Bronze, while its more expensive ones are rated Neutral.

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