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Invesco Intermediate Bond Factor R OFINX

Quantitative rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 9.30  /  0.10 %
  • Total Assets 194.6 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.770%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Intermediate Core Bond
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 3.39%
  • Effective Duration

Morningstar’s Analysis OFINX

Will OFINX outperform in future?

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

Summary

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Weakness in Invesco Intermediate Bond Factor R's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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