Key stats
About INVESCO 1-5 YR LDR INV GR CO BD IDX CAD UNITS
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Inception date
Jun 15, 2011
Structure
Canadian Mutual Fund Trust (ON)
Dividend treatment
Distributes
Distribution tax treatment
Ordinary income
Income tax type
Capital Gains
Primary advisor
Invesco Canada Ltd.
The fund tracks an index that primarily invests in investment grade securities rated BBB or higher and that have a maturity of 1 to 5 years. Only securities issued by Canadian corporations are eligible for inclusion, as long as they meet credit rating and maturity requirements. Selected securities are then placed into five maturity buckets of 1-1.99 years, 2-2.99 years, 3-3.99 years 4-4.99 years, and 5-5.99 years, and are equally weighted within their buckets. On each annual rebalancing, the bonds from each maturity roll out to the next lower bucket. Bonds with a remaining maturity of less than one year are sold, with the proceeds being used to invest in the longest maturity bucket.
Classification
What's in the fund
Exposure type
Corporate
Stock breakdown by region
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.