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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
5.32% -9.39% -- 1.135M
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 49.00% -- Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide a high level of current income, consistent with preservation of capital. Under normal market conditions, the Fund invests primarily in a highly diversified pool of bank loans from the broadest spectrum of issuers and consisting of the highest credit quality available.
General
Security Type Closed-End Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Loan Participation Funds
Peer Group Loan Participation Funds
Global Macro Loan Participation Funds
US Macro General Domestic Taxable Fixed Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Loan Participation Funds
Fund Owner Firm Name Invesco
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-5.37%
16.95%
-0.14%
16.96%
-1.09%
20.83%
9.06%
-6.96%
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.25%
7.04%
-11.96%
18.64%
-0.84%
25.90%
-16.55%
26.28%
16.06%
-2.57%
-6.95%
16.40%
0.86%
22.88%
-19.17%
29.27%
11.30%
-5.28%
-6.12%
16.83%
2.55%
21.01%
-20.09%
27.54%
13.16%
-4.44%
-2.40%
14.33%
6.15%
11.78%
-14.73%
34.50%
7.29%
-5.88%
As of December 12, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.16%
Stock 6.50%
Bond 124.9%
Convertible 0.00%
Preferred 0.59%
Other -34.17%
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Basic Info

Investment Strategy
The Fund seeks to provide a high level of current income, consistent with preservation of capital. Under normal market conditions, the Fund invests primarily in a highly diversified pool of bank loans from the broadest spectrum of issuers and consisting of the highest credit quality available.
General
Security Type Closed-End Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Loan Participation Funds
Peer Group Loan Participation Funds
Global Macro Loan Participation Funds
US Macro General Domestic Taxable Fixed Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Loan Participation Funds
Fund Owner Firm Name Invesco
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

View Basic Info
Start Trial

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