OTC Markets OTCPK - Delayed Quote USD
Aim Growth Series (Invesco Growth Series) - Invesco Peak Retirement 2050 Fund (PKRWX)
As of February 2 at 3:00 PM EST. Market Open.
Fund Summary
The fund is designed for investors expecting to retire and/or begin withdrawing funds around the target retirement date. It invests in some combination of underlying mutual funds, exchange-traded funds or other pooled investment vehicles (collectively, the underlying funds), which are advised by Invesco, Invesco Capital or other unaffiliated advisers and are either actively or passively managed. The underlying funds provide exposure to the following asset classes: U.S. equity; international equity; fixed income; alternatives; and cash.
Aim Growth Series (Invesco Growth Series) - Invesco Peak Retirement 2050 Fund
Kansas City, MO 64121-9078
Invesco Investment Services, Inc., .O. Box 219078
Fund Overview
Category | Target-Date 2050 |
Fund Family | Invesco |
Net Assets | 13.62M |
YTD Return | 0.22% |
Yield | 1.93% |
Morningstar Rating | |
Inception Date | Dec 29, 2017 |
Fund Operations
Last Dividend | 0.07 |
Last Cap Gain | 13.00 |
Holdings Turnover | 29.00% |
Average for Category | -- |
Fees & Expenses
Expense | PKRWX | Category Average |
---|---|---|
Annual Report Expense Ratio (net) | 0.74% | 0.46% |
Prospectus Net Expense Ratio | 0.74% | -- |
Prospectus Gross Expense Ratio | 2.04% | -- |
Max 12b1 Fee | -- | -- |
Max Front End Sales Load | -- | 5.36% |
Max Deferred Sales Load | -- | 1.44% |
3 Yr Expense Projection | 0 | -- |
5 Yr Expense Projection | 0 | -- |
10 Yr Expense Projection | 0 | -- |
Management Information
Morningstar Style Box
Morningstar Category
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