LMTAX

About LMTAX

Invesco Short Duration Inflation Protected Fund Class A is an actively managed mutual fund focused on U.S. Treasury Inflation-Protected Securities with shorter maturities. Its primary objective is to help preserve investors’ purchasing power by providing exposure to inflation adjustments on principal and interest while seeking to limit interest rate volatility through a short-duration profile. The portfolio concentrates on securities backed by the full faith and credit of the U.S. government, emphasizing low credit risk and liquidity. The strategy targets the front end of the TIPS market, aiming to capture near-term inflation dynamics and reduce sensitivity to longer-term rate movements. The fund’s approach is benchmarked to short-term inflation-linked Treasury indexes and is designed to complement core fixed income allocations by adding an inflation-hedging component without materially increasing duration risk. It serves investors looking to mitigate unexpected inflation within a high-quality bond framework and to diversify fixed income exposures across different macroeconomic environments.