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Morningstar

Invesco Short Term Bond Y STBYX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis STBYX

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

  • People Pillar

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

Remains a solid option despite recent setbacks.

Analyst Thomas Murphy

Thomas Murphy

Analyst

Summary

Invesco Short Term Bond’s experienced team applies a structured and fundamentally driven approach that leverages the firm’s deep fixed-income resources. The strategy earns a Morningstar Medalist Rating of Bronze across most share classes, while its more-expensive share classes earn Neutral ratings.

by Thomas Murphy
Rated on Published on

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