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Invesco Peak Retirement 2015 Y PKTOX

Quantitative rating as of
  • NAV / 1-Day Return 9.07  /  0.00
  • Total Assets 874,736.0
  • Adj. Expense Ratio
    0.070%
  • 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.

Summary

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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.

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