Fixed Income Opportunities
Explore a diverse array of funds designed to meet your clients investment objectives.
Available Products
This list includes funds from preferred fund families and select other fund families that are recommended for an individual investor's portfolio. Eligible funds are now given a Tier I or Tier II rating by Edward Jones.
| Fund | Ticker | Tax Exempt | Category | Tier |
|---|---|---|---|---|
| Invesco Core Plus Bond Fund | ACPSX | No | Intermediate | I |
| Invesco Corporate Bond Fund | ACCBX | No | Intermediate |
I |
| Invesco Short Term Bond Fund | STBAX | No | Short | I |
| Invesco High Yield Fund | AMHYX | No | High Yield | II |
About Tiers
Tier I: Funds with an attractive investment approach that are expected to perform above their peers over a market cycle. Tier I funds are recommended when constructing a portfolio or when adding funds to an existing portfolio.
Tier II: Funds with an appropriate investment approach that are expected to perform slightly above or slightly below peers over a market cycle. Tier II funds are recommended after first considering Tier I funds when constructing a portfolio or adding funds to an existing portfolio, and to help clients achieve breakpoints.
This list of taxable ETFs offers diverse investment options aimed at providing taxable income across various sectors and geographies. These ETFs cater to different risk appetites and strategies, including high yield bonds, senior loans, emerging market debt, and preferred securities, enabling investors to diversify their portfolios while targeting specific income objectives.
| ETF | Ticker | Tax Strategy | Category |
|---|---|---|---|
| Invesco Fundamental High Yield Corporate Bond ETF | PHB | Taxable Agressive Income | High Yield |
| Invesco Senior Loan ETF | BKLN | Taxable Agressive Income |
High Yield |
| Invesco Global ex-US High Yield Corporate Bond ETF | PGHY | Taxable Agressive Income |
Global & International |
| Invesco Emerging Markets Sovereign Debt ETF | PCY | Taxable Agressive Income |
Global & International |
| Invesco Preferred ETF | PGX | Taxable Agressive Income |
Preferred |
| Invesco Financial Preferred ETF | PGF | Taxable Agressive Income |
Preferred |
| Invesco Variable Rate Preferred ETF | VRP | Taxable Agressive Income |
Preferred |
| Invesco Fundamental Investment Grade Corporate Bond ETF | PFIG | Taxable Income | Investment Grade Corporate |
| Invesco International Corporate Bond ETF | PICB | Taxable Income |
Global & International |
| Invesco Taxable Municipal Bond ETF | BAB | Taxable Income |
Municipal |
| Invesco Total Return Bond ETF | GTO | Taxable Income |
Multi-sector |
| Invesco Ultra Short Duration ETF | GSY | Taxable Income |
Multi-sector |
| Invesco Equal Weight 0-30 Treasury ETF | GOVI | Taxable Income |
Multi-sector |
This list of tax-exempt ETFs provides investment options aimed at delivering tax-exempt income through high yield municipal bonds. These ETFs include national, California, and New York-specific bonds, offering investors the opportunity to diversify their portfolios while enjoying the benefits of tax-exempt income.
| ETF | Ticker | Tax Strategy | Category |
|---|---|---|---|
| Invesco Taxable Municipal Bond ETF | BAB | Tax Exempt Income | Municipal High Yield |
| Invesco California AMT-Free Municipal Bond ETF | PWZ | Tax Exempt Income | Municipal High Yield |
| Invesco National AMT-Free Municipal Bond ETF | PZA | Tax Exempt Income |
Municipal High Yield |
| Invesco New York AMT-Free Municipal Bond ETF | PZT | Municipal | Municipal High Yield |
This list of unit trusts offers a variety of investment options focused on providing tax-exempt and taxable income through investment-grade municipal and corporate bonds. These trusts cater to different maturity ranges, from short-term to long-term, allowing investors to diversify their portfolios and achieve their income objectives.
| Fund | Ticker | Series | Category |
|---|---|---|---|
| Investment Grade Municipal Trust, 20+ Year Series | IGMT | 20+ Year Series |
US Large Cap, Tax-Exempt |
| Quality Municipal Income Trust, 10-20 Year Series | QMLM | 10-20 Year Series | US Large Cap, Tax-Exempt |
| Quality Municipal Income Trust, 20+ Year Series | QUAL | 20+ Year Series | Taxable |
| Investment Grade Income Trust, 7-13 Year Series | IGST | 7-13 Year Series |
Taxable |
| Investment Grade Income Trust, 10-20 Year Series | IGLM | 10-20 Year Series |
Municipal |
| Investment Grade Income Trust, 20+ Year Series | IGLT | 20+ Year Series |
Taxable |
The Invesco BulletShares suite offers a range of ETFs designed to provide targeted maturity dates for corporate, high yield, and municipal bonds. These ETFs allow investors to build customized bond ladders, manage interest rate risk, and achieve specific income goals with defined maturity horizons from 2024 to 2031.
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Equity Opportunities
Learn more about the equity mutual funds on the Edward Jones Focus List.
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