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.
- 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.