Invesco Oppenheimer Total Return Bond has a new team, investment process, and mandate following the mid-2019 closing of Invesco’s acquisition of OppenheimerFunds. The strategy retains its Morningstar Analyst Rating of Neutral across all but its most expensive, Negative-rated share class.
Will OPBCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OPBCX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the OPBCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of OPBCX’s parent organization’s priorities and whether they’re in line with investors’ interests.