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    Invesco Balanced-Risk Retire 2020 AX (VRCAX)

    9.46 Up 0.03(0.32%) Apr 24
    Prev Close:9.43
    YTD Return*:5.29%
    Net Assets*:27.19M
    Yield*:1.13%

    * As of 30-Apr-10

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for VRCAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Russell Strategic Bond Y19.47N/A
    iShares Barclays TIPS Bond19.42N/A
    Russell US Core Equity Y12.99N/A
    Russell International Developed Mkts Y10.98N/A
    Russell US Small & Mid Cap Y8.84N/A

    Fund Basics

    Morningstar Overall Rating:N/A
    Total Assets:27.19M
    Category:Target Date 2016-2020
    Annual Report Expense Ratio (net):0.43%

    Performance & Risk

    YTD Return:5.29%
    5y Avg Return:N/A
    Rank in Category (ytd):34
    % Rank in Category (ytd):13.28%
    Beta (3y):N/A
    Morningstar Risk Rating:

    Fund Summary

    The investment seeks high levels of long-term total return until the target retirement date and then to seek current income consistent with preservation of capital. The fund invests 58% of asset in equity funds, 36% in fixed-income funds and cash, 6% in alternative investment funds.It is nondiversified. View More
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