Morningstar

Invesco Short Term Bond Fund R5 Class ISTBX

Medalist Rating as of Jun 15, 2026 See Invesco Investment Hub

Strategy

The investment seeks total return, comprised of current income and capital appreciation. The fund invests 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. The fund may invest up to 25% of its net assets in foreign debt securities, including debt securities of issuers located in emerging markets countries. The adviser will attempt to maintain a dollar-weighted average portfolio maturity and duration of less than three years.

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
STBYX	Invesco Short Term Bond Fund Class Y	Institutional	Open			Oct 3, 2008	$365.70M	0.490%	Above Average	$1,000	$66.19M
STBAX	Invesco Short Term Bond Fund Class A	Front Load	Open			Apr 30, 2004	$1.13B	0.640%	Below Average	$1,000	−$67.41M
STBCX	Invesco Short Term Bond Fund Class C	Level Load	Open			Aug 30, 2002	$53.27M	0.990%	Low	$1,000	−$15.65M
ISTBX	Invesco Short Term Bond Fund R5 Class	Retirement, Large	Limited			Apr 30, 2004	$985,432.00	0.460%	High	$1M	$211,646.75
ISTFX	Invesco Short Term Bond Fund Class R6	Retirement, Large	Open			Sep 24, 2012	$625.19M	0.390%	Average	$1M	$165.39M
STBRX	Invesco Short Term Bond Fund Class R	Retirement, Medium	Open			Apr 30, 2004	$42.62M	0.990%	Above Average	$1,000	$94,999.15

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