About OPBYX
Invesco Core Bond Fund Class Y is an actively managed mutual fund focused on providing a total return through current income and capital appreciation. The fund primarily invests in a diversified portfolio of high-quality, investment-grade fixed income securities issued within the United States. These typically include U.S. Treasury securities, agency bonds, investment-grade corporate bonds, and mortgage-backed securities, with a mandate to keep at least 80% of its assets in investment-grade debt at the time of purchase.
Designed as a core holding for fixed income investors, the fund emphasizes liquidity, credit quality, and diversification. Its holdings span sectors like commercial and residential mortgage finance, government and agency debt, banks, and select corporate issuers. Duration and credit exposures are actively managed to balance interest rate sensitivity and yield opportunities, in line with prevailing market conditions.
Serving institutional and individual investors seeking stability and modest income, Invesco Core Bond Fund Class Y plays a significant role in the U.S. bond market by offering a disciplined approach to core fixed income allocation, supported by a team-oriented investment process that leverages macroeconomic analysis and credit research.
Fund Family Invesco
Category Intermediate Core Bond
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol OPBYX
Index Bloomberg U.S. Aggregate Bond TR
OPBYX had a total return of 8.14% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.74%.
