The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Invesco Peak Retirement 2035 Y to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.
- NAV / 1-Day Return 9.99 / 0.00
- Total Assets 10.2 Mil
Adj. Expense Ratio
- Expense Ratio 0.490%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Target-Date 2035
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Status Closed
- TTM Yield 2.15%
- Turnover 26%
Morningstar’s Analysis PKKOX
Will PKKOX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.