About OPBNX
Invesco Core Bond Fund Class R is an actively managed mutual fund with a primary focus on U.S. investment-grade fixed income securities. Designed to seek total return, the fund primarily invests at least 80% of its assets in investment-grade debt instruments, including U.S. government, corporate, and mortgage-backed bonds, as well as selected derivatives that mimic these fixed income assets. The fund's portfolio spans key industries such as commercial and residential mortgage finance, diversified banking, insurance, utilities, automotive manufacturing, and investment banking, providing broad exposure to the U.S. fixed income market. Invesco Core Bond Fund Class R operates within the intermediate-term core bond category, meaning it focuses on bonds with moderate durations and credit quality, offering a balance between risk and return. The fund is also noted for its comparatively low exposure to environmental, social, and governance (ESG) risks within the U.S. fixed income universe. Its strategy and broad sector allocations make it a foundational vehicle for investors aiming to diversify their portfolios with high-quality U.S. bonds and to potentially mitigate overall portfolio volatility through fixed income exposure.
Fund Family Invesco
Category Intermediate Core Bond
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol OPBNX
Index Bloomberg U.S. Aggregate Bond TR
OPBNX had a total return of -3.84% in the past year, including dividends. Since the fund's
inception, the average annual return has been 1.33%.
