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Aim Investment Securities Funds(Invesco Investment Securities)-Invesco Intermediate Bond Factor Fund (OFIIX)

9.08
-0.01
(-0.07%)
At close: February 26 at 8:01:27 PM EST
Loading Chart for OFIIX
  • Previous Close 9.09
  • YTD Return 0.54%
  • Expense Ratio 0.28%
  • Category Intermediate Core Bond
  • Last Cap Gain -14.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 172.15M
  • Beta (5Y Monthly) 1.02
  • Yield 4.01%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.03
  • Inception Date Aug 2, 2010

Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in debt securities, and in derivatives and other instruments that have economic characteristics similar to such securities. The kinds of debt securities in which it can invest include investment grade U.S. corporate and government debt obligations, as well as mortgage-backed, commercial mortgage-backed and asset-backed securities. The fund will only purchase investment grade debt securities.

Invesco

Fund Family

Intermediate Core Bond

Fund Category

172.15M

Net Assets

2010-08-02

Inception Date

Performance Overview: OFIIX

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Trailing returns as of 2/26/2025. Category is Intermediate Core Bond.

YTD Return

OFIIX
0.54%
Category
1.22%
 

1-Year Return

OFIIX
2.49%
Category
0.77%
 

3-Year Return

OFIIX
1.08%
Category
5.26%
 

5-Year Return

OFIIX
0.18%
Category
3.02%
 

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Holdings: OFIIX

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Sector Weightings

SectorOFIIX
Basic Materials   100.00%
Real Estate   0.00%
Technology   0.00%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%
Healthcare   0.00%

Recent News: OFIIX

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Research Reports: OFIIX

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