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AIM Growth Series (Invesco Growth Series) - Invesco Peak Retirement 2030 Fund (PKKUX)

9.65 0.00 (0.00%)
At close: February 2 at 3:00 PM EST

Fund Summary

The fund is designed for investors expecting to retire and/or begin withdrawing funds around the target retirement date. It invests in some combination of underlying mutual funds, exchange-traded funds or other pooled investment vehicles (collectively, the underlying funds), which are advised by Invesco, Invesco Capital or other unaffiliated advisers and are either actively or passively managed. The underlying funds provide exposure to the following asset classes: U.S. equity; international equity; fixed income; alternatives; and cash.

AIM Growth Series (Invesco Growth Series) - Invesco Peak Retirement 2030 Fund

Kansas City, MO 64121-9078
Invesco Investment Services, Inc., .O. Box 219078
(800) 959-4246

Fund Overview

Category Target-Date 2030
Fund Family Invesco
Net Assets 21.99M
YTD Return 0.17%
Yield 2.74%
Morningstar Rating
Inception Date Dec 29, 2017

Fund Operations

Last Dividend 0.21
Last Cap Gain 8.00
Holdings Turnover 40.00%
Average for Category --

Fees & Expenses

Expense PKKUX Category Average
Annual Report Expense Ratio (net) 1.49% 0.45%
Prospectus Net Expense Ratio 1.49% --
Prospectus Gross Expense Ratio 2.38% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.38%
Max Deferred Sales Load -- 1.44%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Duy Nguyen, CFA, serves as Chief Investment Officer and Portfolio Manager for Invesco Global Solutions Development and Implementation. He has been with Invesco since 2000, most recently on the Invesco Global Quantitative Strategies team. Previously, he was assistant vice president and quantitative equity analyst with Van Kampen American Capital, and vice president and director of quantitative services for FactSet Research Systems.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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