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Invesco Short Duration Inflation Prot A LMTAX

Quantitative rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 9.68  /  0.31 %
  • Total Assets 634.8 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.550%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Inflation-Protected Bond
  • Credit Quality / Interest Rate Sensitivity High / Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 7.26%
  • Effective Duration 2.74 years

Morningstar’s Analysis LMTAX

Will LMTAX outperform in future?

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

Summary

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Weakness in Invesco Short Duration Inflation Prot A's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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