About CPBRX
Invesco Core Plus Bond Fund Class R is an actively managed mutual fund specializing in the intermediate-term core-plus bond category. Its primary objective is to deliver a total return through a combination of current income and capital appreciation. To achieve this, the fund allocates at least 80% of its assets to a diversified selection of fixed income securities, with a core focus on investment-grade bonds such as U.S. Treasuries, agency securities, and high-quality corporate debt. In addition to these core holdings, the fund utilizes a 'plus' strategy, allowing for tactically allocated exposure to higher yielding bond sectors, such as high yield corporate bonds, emerging market debt, and other non-investment grade instruments, to seek enhanced return potential and diversified sources of income.
Managed by Invesco since its inception in 2009, the fund leverages both top-down macroeconomic analysis and bottom-up credit research. This enables dynamic portfolio construction responsive to changing market conditions and credit environments. Regular monthly distributions and a relatively large asset base underscore its established presence among income-focused investors. The fund serves as a robust building block for diversified fixed income exposure, offering a combination of stability from core holdings and incremental return opportunities from non-core segments.
Fund Family Invesco
Category Intermediate Core-Plus Bond
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol CPBRX
Share Class Class R
Index Bloomberg U.S. Aggregate Bond TR
CPBRX had a total return of 4.50% in the past year, including dividends.
Since the fund's inception, the average annual return has been 2.93%.
