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.
- NAV / 1-Day Return 9.13 / 0.00
- Total Assets 2.4 Mil
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Adj. Expense Ratio
- 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.