2 / 5 Stars
1 1 5 4 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 60 Retirement Income 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 -0.33 percent over the past year, 3.89 percent over the past three years, and 7.06 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||0.0%|
|3 Years (Annualized)||3.9%|
|5 Years (Annualized)||7.1%|
|10 Years (Annualized)||N/A|
The investment seeks to provide real return and, as a secondary objective, capital preservation. The fund seeks to meet its investment objective by building a portfolio that includes the Invesco Balanced-Risk Allocation Fund and two affiliated money market funds, Liquid Assets Portfolio and Premier Portfolio. It has an approximate target asset allocation of 60% of its assets in the AIM Balanced-Risk Allocation Fund and 40% in two affiliated money market funds (20% in the Liquid Assets Portfolio and 20% in the Premier Portfolio), as of February 25, 2013.
Fees are Above Average compared to funds in the same category.
Invesco Balanced-Risk Retirement Now Fund has an expense ratio of 1.00 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.