About STBYX
Invesco Short Term Bond Fund Class Y is an actively managed mutual fund focused on delivering total return through current income and modest capital appreciation from a portfolio of primarily investment‑grade, shorter‑duration bonds. The strategy targets a low interest‑rate sensitivity profile, maintaining an effective duration near the short‑term range while emphasizing diversified exposure across corporate credit, securitized assets such as ABS, CMBS, and MBS, and U.S. Treasuries, with selective non‑U.S. investment‑grade and limited high‑yield allocations to broaden income sources. The fund employs a top‑down macro framework combined with bottom‑up credit research to identify relative‑value opportunities and manage risk across sectors and issuers. As of June 30, 2025, the fund reported thousands of holdings, monthly distributions, and a weighted average effective maturity under five years, aligning with its short‑term mandate. Positioned within the Short‑Term Bond category, it aims to offer a balance of income and stability for investors seeking reduced duration risk compared with core bond strategies, while retaining diversification benefits within multi‑asset or fixed income allocations.
Fund Family Invesco
Category Short-Term Bond
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol STBYX
Share Class Class Y
Index Bloomberg U.S. Aggregate Bond TR
STBYX had a total return of 3.45% in the past year, including dividends. Since the fund's
inception, the average annual return has been 2.48%.
