U.S. markets open in 5 hours 17 minutes

Invesco Core Plus Bond Fund (ACPSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
9.470.00 (0.00%)
At close: 08:00PM EST

Invesco Core Plus Bond Fund

AIM Counselor Series Trust (Invesco Counselor Series Trust)

11 Greenway Plaza,Suite 100

Houston, TX 77046

Management Information
Charles E. Burge,Lead Manager since June 2, 2009
Chuck Burge is a Senior Portfolio Manager with Invesco Fixed Income. Mr. Burge joined Invesco in 2002 as a portfolio manager and has held various positions with increased responsibility within the Taxable Investment team. He assumed fund management responsibilities in 2009. Prior to joining Invesco, Mr. Burge spent seven years with Criterion Investment Management. He entered the industry in 1993. Mr. Burge earned a BS degree in economics from Texas A&M University. He also earned an MBA in finance and accounting from Rice University.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryIntermediate Core-Plus Bond
Fund FamilyInvesco
Net Assets5.03B
YTD Return3.50%
Morningstar Rating★★★★
Inception DateJun 2, 2009

Fund Operations

Last Dividend0.02
Last Cap Gain0.00
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

ExpenseACPSXCategory Average
Annual Report Expense Ratio (net)0.51%0.75%
Prospectus Net Expense Ratio0.51%N/A
Prospectus Gross Expense Ratio0.80%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales Load4.25%3.74%
Max Deferred Sales LoadN/A1.41%
3 Yr Expense Projection664N/A
5 Yr Expense Projection845N/A
10 Yr Expense Projection1,367N/A