ISTBX Mutual Fund

ISTBX Mutual Fund (Invesco Short Term Bond Fund Class R5) is managed by Invesco (US). ISTBX expense ratio is 0.46%, holding 916 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2004-04-30.

ISTBX performance shows a YTD return of 1.16%. The 1-year return is 3.74% and the 5-year return is 2.57%. ISTBX dividend yield stands at 4.00%, paid monthly.

ISTBX top holdings include Cds Lanxess Ag (3.8%), Us Treasury N/B 3.375 01/31/2028 (2.4%), United States Treasury Note/Bond 3.75 01/31/2031 (1.8%), Invesco Private Government Fund (1.5%), Bx Trust 2021-Lgcybx Trust 2021-Lgcy (1.2%). Go to all ISTBX holdings, ISTBX sectors, or ISTBX dividends.

ISTBX can be compared against other funds. Use ISTBX overlap to find shared positions, or ISTBX vs another fund for a side-by-side view. ISTBX alternatives are available via the screener, along with tax-loss harvesting opportunities.