The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Invesco Peak Retirement 2020 Y to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
- NAV / 1-Day Return 9.50 / 0.00
- Total Assets 4.3 Mil
Adj. Expense Ratio
- Expense Ratio 0.490%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Target-Date 2020
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Status Closed
- TTM Yield 4.78%
- Turnover 51%
Morningstar’s Analysis PKTIX
Will PKTIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.