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Invesco Peak Retirement 2015 Fund Class R5 (PKTQX)

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Invesco Peak Retirement 2015 Fund Class R5

AIM Growth Series (Invesco Growth Series)

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

Kansas City, MO 64121-9078

Management Information
Jeffrey Bennett,Lead Manager since April 29, 2020
Jeff Bennett is a Senior Portfolio Manager and Head of Manager Selection for the Invesco Investment Solutions team, which provides customized multi-asset investment strategies for institutional and retail clients. Mr. Bennett joined Invesco when the firm combined with OppenheimerFunds in 2019. Prior to joining Invesco, he was a senior portfolio manager and manager due diligence specialist in the OppenheimerFunds Global Multi-Asset Group (GMAG).
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 2015
Fund FamilyInvesco
Net Assets1.78M
YTD Return-8.30%
Morningstar Rating
Inception DateDec 28, 2017

Fund Operations

Last Dividend0.31
Last Cap Gain0.00
Holdings Turnover75.00%
Average for CategoryN/A

Fees & Expenses

ExpensePKTQXCategory Average
Annual Report Expense Ratio (net)0.00%0.41%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.23%
Max Deferred Sales LoadN/A1.00%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A