Invesco Core Bond Fund

AIM Investment Funds (Invesco Investment Funds)

Actively managed U.S. bond fund
$2.83B NAV
1,949 positions · as of 2026-04-30 · filed 2026-06-26

Fund classification

Classified from what the fund holds · as of 2026 Q2

Invesco Core Bond Fund is an actively managed U.S. bond fund.

Asset class
Bonds
Region
United States
Management
Actively managed
Fund type
Open-end fund
Credit quality
Investment grade
Rate sensitivity
Intermediate duration

Fund profile

As filed in the prospectus · 2026 Q1

The Funds investment objective is to seek total return.

Strategy · summarised

The fund invests at least 80% of assets in investment-grade debt securities—corporate bonds, government bonds including U.S. Treasuries, mortgage-backed securities, and asset-backed securities—with the goal of building a diversified portfolio weighted toward U.S. government and corporate debt. The portfolio managers maintain a weighted average effective duration within two years of the Bloomberg U.S. Aggregate Bond Index, adjusting relative allocations between corporate and government sectors based on business cycle analysis and relative value. The fund may hold up to 20% in foreign debt securities and may use derivatives, short sales of mortgage-backed securities, and when-issued transactions to manage risk or seek returns. Because the fund's duration target may not be met at all times due to market events or changes in how quickly securities are repaid, portfolio composition can drift from the index benchmark.

Expenses
0.37% 1.49%across 6 share classes
Share classGrossNet
C0002095890.43%0.37%
C0002095900.43%0.40%
C0002095910.55%0.49%
C0002095921.05%0.99%
C0002095931.55%1.49%
C0002095940.80%0.74%

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 627.00% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

122.03%
of net assets
Securitized56.60%
Bonds55.13%
Cash & short-term10.11%
Stocks0.38%
Loans0.00%
Derivatives-0.19%

Look-through blends 1 underlying fund; 0.0% of NAV was not looked through and stays direct-classified.

The outer band is exposure held short — written against the portfolio rather than part of it, which is why it sits outside the ring and why the two are never netted into one figure.

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Securitized46.1%
Government13.3%
Other9.6%
Cash8.3%
12 smaller22.7%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 292 new183 exited

Largest new: Uniform Mortgage-Backed Securities ×4, U.S. Treasury Notes/Bonds ×4

Largest exited: U.S. Treasury Notes/Bonds ×4, Uniform Mortgage-Backed Securities ×4

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+4.37%
3-year
+12.23%
5-year
+0.39%
Volatility
3.56%
Worst 3-yr fall
-6.07%
Cumulative return· May 2023 – Apr 2026

This fund changed legal form during the period shown. The history above is continuous — it spans both eras, and the change is not a gap in reporting.

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-04-30

Avg coupon
4.58%
Avg maturity
17.34 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

31%
floating
Fixed rate69.0%
Floating rate31.0%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

<1yUnknown
<1y1.0%
1-3y16.1%
3-5y8.8%
5-10y19.6%
10y+52.8%
Unknown1.6%
Flagged holdings
Defaulted: none reported
In arrears: none reported
Paid in kind: none reported

Based on what filers reported; a filer that never reported a flag also reads as none.

Risk profile

Interest-rate and credit-spread sensitivity, both in years · as of 2026Q2

Most of this fund’s sensitivity is to interest rates, with credit spreads carrying nearly as much.

Interest-rate duration
5.68 yr
approx. move per 100bp
Credit-spread duration
4.41 yr
approx. move per 100bp
If rates and spreads both rise 100bp

Where the loss would come from. The two shocks are the same size, so this is the balance of the fund's two sensitivities rather than a bet on one moving more.

≈ -10.0%
of value
Interest rates56%
Credit spreads44%

Filers report the impact of a 0.01% move only, so the total is our own scaling of that one number and overstates the loss on most bonds — read it as approximate, never as precise. The two sensitivities overlap rather than add up: they measure the same positions against different shocks, which is why the durations above are shown side by side and never summed.

Credit risk by quality

Share of the fund's spread duration carried by each credit tier.

+4.41
yrs total
Investment grade+4.36 yr
High yield+0.05 yr
Where the risk sits on the curve

Share of duration at each point, shortest first. A positive figure loses value when spreads widen; a negative one offsets — a credit hedge.

Interest rate5.68 yr total
1 yr30 yr
1 yr0.76 yr13%
5 yr1.67 yr29%
10 yr2.16 yr38%
30 yr1.09 yr19%

3 mo is NEGATIVE (-0.00 yr) — a deliberate hedge at that point on the curve, so it is not part of the band above.

Credit spread4.41 yr total
3 mo30 yr
3 mo0.03 yr1%
1 yr0.63 yr14%
5 yr1.60 yr36%
10 yr1.62 yr37%
30 yr0.53 yr12%

The two bands measure the same positions against different shocks and do not add — a Treasury carries rate duration and no spread duration, a floating-rate credit the reverse. Rate tenors are also summed across every currency the fund discloses.

Show the numbers
TenorRate yrsIG yrsHY yrsIG $/bpHY $/bp
3 mo-0.00+0.03+0.00$7.6k$74
1 yr+0.76+0.62+0.01$174.1k$2.9k
5 yr+1.67+1.57+0.03$443.7k$9.1k
10 yr+2.16+1.62+0.01$457.3k$1.7k
30 yr+1.09+0.53+0.00$150.5k$58

Dollar change per 1bp of spread movement, as filed and sign-anchored. A blank cell was not filed; a zero was.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Invesco Treasury PortfolioTRPXX6.46%$182.50M
Uniform Mortgage-Backed Securities5.00% · due 2056-05-013.98%$112.57M
U.S. Treasury Notes/Bonds4.63% · due 2055-11-153.73%$105.45M
Invesco Government & Agency Portfolio3.52%$99.40M
U.S. Treasury Notes/Bonds3.88% · due 2028-03-313.44%$97.31M
Uniform Mortgage-Backed Securities2.00% · due 2056-05-012.97%$84.07M
U.S. Treasury Notes/Bonds4.13% · due 2036-02-152.80%$79.27M
Uniform Mortgage-Backed Securities3.00% · due 2056-05-012.54%$71.67M
Uniform Mortgage-Backed Securities2.50% · due 2056-05-012.22%$62.80M
U.S. Treasury Notes/Bonds3.88% · due 2029-04-151.65%$46.76M
Showing 10 of 1,949Sign in to see more

Top 10 positions are 33.31% of net assets, top 25 47.37%, across 712 issuers.

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