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Invesco Peak Retirement 2030 Y PKKUX

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%

Morningstar’s Analysis PKKUX

Will PKKUX outperform in future?

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

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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