Morningstar

Invesco Short Duration Inflation Protected Fund Class A LMTAX

Medalist Rating as of Aug 31, 2026 See Invesco Investment Hub

Strategy

The investment seeks to provide protection from the negative effects of unanticipated inflation. The fund invests under normal circumstances at least 80% of its net assets (plus any borrowings for investment purposes) in the component securities of the ICE BofA 1-5 Year U.S. Inflation-Linked Treasury Index (the index) and in derivatives and other instruments that have economic characteristics similar to such securities. The index is comprised of U.S. Treasury Inflation Protected Securities (TIPS) with at least $1 billion in outstanding face value and a remaining term to final maturity of at least 1 year and less than 5 years at the time of index rebalancing.

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
LMTYX	Invesco Short Duration Inflation Protected Fund Class Y	Institutional	Open			Oct 3, 2008	$73.29M	0.350%	Average	$1,000	$9.03M
SHTIX	Invesco Short Duration Inflation Protected Fund Class A2	Front Load	Limited			Dec 15, 1987	$9.17M	0.500%	Low	$0	−$925,006.35
LMTAX	Invesco Short Duration Inflation Protected Fund Class A	Front Load	Open			Oct 31, 2002	$95.63M	0.600%	Low	$1,000	−$4.10M
ALMIX	Invesco Short Duration Inflation Protected Fund Class R5	Retirement, Large	Limited			Jul 13, 1987	$3.33M	0.310%	Below Average	$1M	−$122,662.88
SDPSX	Invesco Short Duration Inflation Protected Fund Class R6	Retirement, Large	Open			Dec 31, 2015	$199.53M	0.260%	Low	$1M	−$18.06M

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