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Invesco Peak Retirement 2055 Y PKROX

Quantitative rating as of
  • NAV / 1-Day Return 10.37  /  0.00
  • Total Assets 4.1 Mil
  • Adj. Expense Ratio
    0.090%
  • Expense Ratio 0.490%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Target-Date 2055
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Closed
  • TTM Yield 1.54%
  • Turnover 33%

Morningstar’s Analysis PKROX

Will PKROX 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 2055 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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