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Morningstar

Invesco Short Term Bond R5 ISTBX

Morningstar Analyst Rating
Analyst rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 8.02  /  0.01 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.410%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 2.60%
  • Effective Duration 1.91 years

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:20 PM GMT+00:00

Morningstar’s Analysis ISTBX

Will ISTBX 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 ISTBX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the ISTBX 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 ISTBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A solid credit-focused option at the short end of the curve.

Analyst

Summary

| by Thomas Murphy

Invesco Short Term Bond’s experienced team applies a structured and fundamentally driven approach that has delivered over the long haul, when paired with reasonable fees. The strategy earns a Morningstar Analyst Rating of Bronze across most share classes, while its more-expensive share classes earn Neutral ratings.

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