Invesco Core Bond (formerly Invesco Oppenheimer Total Return Bond) is run by a group of highly collaborative and experienced portfolio managers who employ a structured and fundamentally driven process. The strategy earns a Morningstar Analyst Rating of Bronze on its cheaper share classes, while its more-expensive share classes are rated Neutral and Negative.
Invesco Core Bond C OPBCX
NAV / 1-Day Return
6.03
/
0.16
%
Total Assets
1.6 Bil
Adj. Expense Ratio
1.460%
Expense Ratio
1.460%
Fee Level
Below Average
Longest Manager Tenure
3.15
years
Category
Intermediate Core Bond
Credit Quality / Interest Rate Sensitivity
Medium / ModerateMin. Initial Investment
1,000
Status
Open
TTM Yield
1.41%
Effective Duration
7.02
years
Morningstar’s Fund Analysis OPBCX
Will OPBCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
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.
People Pillar
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.
Parent Pillar
The Parent Pillar is our rating of OPBCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Moving forward after many changes.
