The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Invesco Peak Retirement 2015 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 9.07 / 0.00
- Total Assets 874,736.0
Adj. Expense Ratio
- Expense Ratio 0.490%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Target-Date 2015
- Investment Style Large Value
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Status Closed
- TTM Yield 5.62%
- Turnover 69%
Morningstar’s Analysis PKTOX
Will PKTOX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.