About CPCFX
Invesco Core Plus Bond Fund Class C is an actively managed mutual fund specializing in fixed income investments. Its primary objective is to achieve a total return composed of current income and capital appreciation. The fund primarily invests at least 80% of its assets in fixed income securities, including U.S. government, corporate, and securitized debt, while also maintaining the flexibility to allocate to non-core sectors such as high yield bonds, bank loans, emerging market debt, and non-U.S. currency exposures. This 'core plus' strategy aims to enhance yield and returns beyond traditional core bond holdings by tapping into a broader range of credit qualities and sectors.
The portfolio is diversified across more than 1,700 holdings and emphasizes sectors such as commercial and residential mortgage finance, diversified banks, and utilities. It is designed for investors seeking exposure to both investment-grade bonds and select higher-yielding opportunities within the fixed income market. Invesco Core Plus Bond Fund Class C is recognized for its risk-adjusted performance, as reflected by its recent Morningstar ratings, and distributes dividends monthly, supporting income-focused investment strategies. The fund is suited to those looking for a balanced approach between stability and incremental return in the context of a broader bond allocation.
Fund Family Invesco
Category Intermediate Core-Plus Bond
Performance Rating Low
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol CPCFX
Share Class Class C
Index Bloomberg U.S. Aggregate Bond TR
CPCFX had a total return of 7.55% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.30%.
