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Morningstar

Invesco Peak Retirement 2065 Y PKRCX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 10.46  /  0.00
  • Total Assets 4.2 Mil
  • Adj. Expense Ratio
    0.090%
  • Expense Ratio 0.490%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Target-Date 2065+
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Closed
  • TTM Yield 1.41%
  • Turnover 37%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis PKRCX

Will PKRCX 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 PKRCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the PKRCX 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 PKRCX’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 2065 Y to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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