ALMIX

About ALMIX

Invesco Short Duration Inflation Protected Fund Class R5 is a bond mutual fund focused on preserving purchasing power by investing primarily in U.S. Treasury Inflation-Protected Securities with shorter maturities. Its objective is to mitigate the impact of unanticipated inflation while maintaining lower interest rate sensitivity than longer-duration inflation-linked strategies. The portfolio emphasizes securities backed by the full faith and credit of the U.S. government, aiming to eliminate credit risk and concentrate exposure on inflation dynamics and real yields. The fund’s benchmark is the ICE BofA 1–5 Year U.S. Inflation‑Linked Treasury Index, aligning the strategy with the short end of the TIPS market. With an expense structure reflecting institutional share class features and a focus on liquidity and capital stability, it serves investors seeking a defensive fixed income allocation that complements core bond holdings in inflationary or uncertain rate environments. As of mid-2025, holdings are predominantly short-dated U.S. Treasury inflation-indexed bonds, consistent with its duration and risk management profile.