Invesco Balanced-Risk Retirement 2020 Fund

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

U.S. News evaluated 50 Target Date 2016-2020 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 10.61 percent over the past year, 8.35 percent over the past three years, and 11.06 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 5.6%
1 Year 10.6%
3 Years (Annualized) 8.3%
5 Years (Annualized) 11.1%
10 Years (Annualized) N/A

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Summary

The investment seeks to provide total return with a low to moderate correlation to traditional financial market indices, and as a secondary objective, capital preservation. The fund seeks to meet its investment objective by building a portfolio that includes Invesco Balanced-Risk Allocation Fund and two affiliated money market funds, Liquid Assets Portfolio and Premier Portfolio. The fund is designed for investors who expect to need all or most of their money in the fund at retirement and for investors who plan to withdraw the value of their account in the fund gradually after retirement in 2020.

Fees

Fees are Low compared to funds in the same category.
Invesco Balanced-Risk Retirement 2020 Fund has an expense ratio of 0.25 percent.

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Risk

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

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