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Invesco Peak Retirement Destination Y PKTUX

Quantitative rating as of
  • NAV / 1-Day Return 9.13  /  0.00
  • Total Assets 2.4 Mil
  • Adj. Expense Ratio
    0.050%
  • Expense Ratio 0.490%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Target-Date Retirement
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Closed
  • TTM Yield 4.12%
  • Turnover 48%

Morningstar’s Analysis PKTUX

Will PKTUX 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 Destination Y to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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