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Morningstar

Invesco Peak Retirement 2030 Y PKKUX

Morningstar Analyst Rating
Quantitative rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 9.65  /  0.00
  • Total Assets 13.4 Mil
  • Adj. Expense Ratio
    0.050%
  • Expense Ratio 0.490%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Closed
  • TTM Yield 4.89%
  • Turnover 40%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis PKKUX

Will PKKUX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PKKUX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the PKKUX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of PKKUX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Invesco Peak Retirement 2030 Y to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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