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Morningstar

Invesco Short Term Bond A STBAX

Morningstar Analyst Rating
Analyst rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 8.03  /  0.24 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.620%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.41%
  • Effective Duration 1.91 years

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

Morningstar’s Analysis STBAX

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

People Pillar

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

A solid credit-focused option at the short end of the curve.

Analyst

Summary

| by Thomas Murphy

Invesco Short Term Bond’s experienced team applies a structured and fundamentally driven approach that has delivered over the long haul, when paired with reasonable fees. The strategy earns a Morningstar Analyst Rating of Bronze across most share classes, while its more-expensive share classes earn Neutral ratings.

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