PKRSX - Invesco Peak Retirement 2050 Fund

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Invesco Peak Retirement 2050 Fund

Kansas City, MO 64121-9078

Invesco Investment Services, Inc., .O. Box 219078

AIM Growth Series (Invesco Growth Series)

(800) 959-4246
Management Information
,Lead Manager since December 28, 2017
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
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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.

Fund Overview

CategoryTarget-Date 2050
Fund FamilyInvesco
Net Assets13.62M
YTD Return0.21%
Yield1.62%
Morningstar Rating★
Inception DateDec 28, 2017

Fund Operations

Last Dividend0.07
Last Cap Gain13.00
Holdings Turnover29.00%
Average for CategoryN/A

Fees & Expenses

ExpensePKRSXCategory Average
Annual Report Expense Ratio (net)0.74%0.46%
Prospectus Net Expense Ratio0.74%N/A
Prospectus Gross Expense Ratio2.04%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.44%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A