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 Y OPBYX Fund Analysis
Morningstar’s Fund Analysis OPBYX
Will OPBYX 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 OPBYX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the OPBYX 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 OPBYX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Moving forward after many changes.
