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Morningstar

Invesco Core Bond R OPBNX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 5.86  /  0.18 %
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.960%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Intermediate Core Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.73%
  • Effective Duration 6.33 years

USD | NAV as of Jan 25, 2023 | 1-Day Return as of Jan 25, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis OPBNX

Will OPBNX 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 OPBNX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the OPBNX 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 OPBNX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Moving forward after many changes.

Analyst

Summary

| by Thomas Murphy

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.

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