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Invesco Short Duration Inflation Prot R5 ALMIX

Quantitative rating as of
  • NAV / 1-Day Return 9.75  /  0.10 %
  • Total Assets 643.7 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.300%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Inflation-Protected Bond
  • Credit Quality / Interest Rate Sensitivity High / Limited
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 7.59%
  • Effective Duration 2.82 years

Morningstar’s Analysis ALMIX

Will ALMIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Weakness in Invesco Short Duration Inflation Prot R5's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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