2 / 5 Stars
3 3 2 2 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#39 in Aggressive Allocation
U.S. News evaluated 115 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 17.97 percent over the past year, 10.10 percent over the past three years, 13.49 percent over the past five years, and 6.31 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.2%|
|3 Years (Annualized)||10.1%|
|5 Years (Annualized)||13.5%|
|10 Years (Annualized)||6.3%|
The investment seeks long-term growth of capital consistent with a higher level of risk relative to the broad stock market. The fund is a "fund of funds," and invests its assets in other underlying mutual funds advised by the Adviser and exchange-traded funds advised by PowerShares Capital or other unaffiliated advisers. Its target allocation is to invest approximately 65%-75% of total assets in underlying funds that invest primarily in equities, approximately 5%-10% of total assets in underlying funds that invest primarily in debts and approximately 20%-25% of total assets in alternative asset classes.
Fees are Low compared to funds in the same category.
Invesco Growth Allocation Fund has an expense ratio of 0.50 percent.
Risk is Average compared to funds in the same category according to Morningstar.