About CPBYX
Invesco Core Plus Bond Fund Class Y is an actively managed mutual fund in the intermediate core-plus bond category. Its primary objective is to achieve total return through a combination of current income and capital appreciation. The fund invests predominantly in investment-grade fixed income securities, such as U.S. Treasuries, agency and corporate bonds, and securitized debt, while also allocating a portion of assets to high-yield and emerging market debt to enhance income and diversification potential. This flexible approach allows the fund to adjust exposure across a broad universe of fixed income instruments, including mortgage-backed, asset-backed, and commercial mortgage-backed securities. Class Y shares, designed for institutional investors, feature no sales load and focus on delivering diversified fixed income exposure suitable for a range of market environments. With total net assets exceeding $5 billion and a robust portfolio diversified across sectors like commercial and residential mortgage finance, diversified banking, and utilities, the fund holds a significant position in the taxable bond market. Regular monthly distributions and an actively managed strategy position it as a core fixed income holding for investors seeking both income generation and risk-adjusted returns over time.
Fund Family Invesco
Category Intermediate Core-Plus Bond
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol CPBYX
Share Class Class Y
Index Bloomberg U.S. Aggregate Bond TR
CPBYX had a total return of -1.66% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.25%.
