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.
- NAV / 1-Day Return 9.65 / 0.00
- Total Assets 13.4 Mil
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Adj. Expense Ratio
- 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.