About CPBFX
Invesco Core Plus Bond Fund Class R6 is an open-end mutual fund focused on providing investors with a total return, comprising both current income and capital appreciation. The fund primarily invests in investment-grade fixed income securities, typically represented by the Bloomberg U.S. Aggregate Bond Index, serving as its benchmark. In addition to core holdings such as Treasuries, corporate, and agency bonds, the fund incorporates a 'plus' element by diversifying into high-yield corporate bonds, securitized assets, and emerging market debt to enhance income and potential returns. Notable sector exposures include commercial and residential mortgage finance, diversified banks, and electric utilities, reflecting its broad approach within the fixed income universe. The fund employs a combination of top-down macroeconomic analysis and bottom-up credit research to identify attractive opportunities across varying credit qualities, sectors, and geographies. Its multi-sector allocation strategy aims to offer diversified exposure, making it a significant vehicle for investors seeking comprehensive access to the fixed income market and aiming for attractive risk-adjusted returns across market cycles.
Fund Family Invesco
Category Intermediate Core-Plus Bond
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol CPBFX
Share Class Class R6
Index Bloomberg U.S. Aggregate Bond TR
CPBFX had a total return of -1.49% in the past year, including dividends. Since the fund's
inception, the average annual return has been 2.46%.
