Invesco Balanced-Risk Retirement Now Fund

Scorecard
2 / 5 Stars
Lipper
1 1 5 4 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
TheStreet.com
C (Hold)

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.

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Performance

The fund has returned 1.15 percent over the past year, 4.08 percent over the past three years, and 8.12 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 1.3%
1 Year 1.1%
3 Years (Annualized) 4.1%
5 Years (Annualized) 8.1%
10 Years (Annualized) N/A

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Summary

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

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.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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