Invesco Core Bond (formerly Invesco Oppenheimer Total Return Bond) is managed by experienced leaders with support from robust resources. The strategy is now managed through the same structured and consistent process executed successfully across other taxable fixed-income offerings in this team’s purview; the strategy earns an upgrade to its Process Pillar rating from Average to Above Average. This leads to a Morningstar Analyst Rating upgrade on the strategy’s cheaper share classes from Neutral to Bronze, while its more-expensive share classes continue to receive Neutral and Negative ratings.
Will OPIGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OPIGX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the OPIGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of OPIGX’s parent organization’s priorities and whether they’re in line with investors’ interests.