The experienced and well-resourced team behind Invesco Short Term Bond applies an effective investment process that’s contributed to solid returns. The strategy’s cheaper share classes earn a Morningstar Analyst Rating of Bronze, while its more expensive ones are rated Neutral.
Will STBCX 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 STBCX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the STBCX 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 STBCX’s parent organization’s priorities and whether they’re in line with investors’ interests.