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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

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
2.5
Min Initial Investment, AIP
0.5
Min Subsequent Investment
50
Min Subsequent Investment, IRA
0.25
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Schwab Institutional
  • JPMorgan
  • Vanguard
  • Vanguard NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • ADP Access
  • Securities America Advisors
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • ADP Access Open Fund Architecture
  • Securities America Inc.
  • Vanguard TF
  • Schwab All (Retail, Instl, Retirement)
  • LPL Brokerage Availability - 10.29.2021

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.

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

Performance & Risk

YTD Return 0.17%
5y Average Return 2.23%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

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