AIM Balanced-Risk 2020 B
11 Greenway Plaza Suite 100 Houston TX 77046
Map
Phone: 800-959-4246
| Category: | Target Date 2016-2020 | | Fund Family: | Invesco Aim | | Net Assets: | 2.05M | | Year-to-Date Return: | -2.91% | | Yield: | 6.09% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Jan-07 |
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Chris W. Devine
Lead Manager since
31-Aug-09 | | | Devine has been responsible for the fund since its inception and has been associated with Invesco Institutional and/or its affiliates since 1999. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $25 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks to provide total return with a low to moderate correlation to traditional financial market indices The fund is a "fund of funds" and invests assets in underlying funds, which the funds invest are mutual funds. It has an approximate target asset allocation of 100% in the AIM Balanced-Risk Allocation Fund, as of Nov 4th, 2009, until approximately 10 years prior to the fund's target retirement date at which time the fund will begin transitioning from an accumulation strategy to a real return strategy. The fund is designed for investors whose target retirement date in or about the year 2020. |
| Last Dividend
(17-Dec-09):
| 0.47 | | Last Cap Gain
(16-Dec-08):
| 0.04 | | Annual Holdings Turnover
| 30.00% | | Average for Category:
| 42.34% |
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| Expense | AFTBX | Category
Avg | | Total Expense Ratio: | 1.80%
| 0.68% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.31% | | Max Deferred Sales Load: | 5.00%
| 2.26% | | 3 Yr Expense Projection*: |
$ 1,519 | $761 | | 5 Yr Expense Projection*: |
$ 2,454 | $1,153 | | 10 Yr Expense Projection*: |
$ 4,693 | $2,304 |
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1.52% Nasdaq 0.00%
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