2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 51 Target Date 2036-2040 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 14.99 percent over the past year, 8.92 percent over the past three years, and 11.61 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.9%|
|3 Years (Annualized)||8.9%|
|5 Years (Annualized)||11.6%|
|10 Years (Annualized)||N/A|
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, Invesco Balanced-Risk Aggressive 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.
Fees are Above Average compared to funds in the same category.
Invesco Balanced-Risk Retirement 2040 Fund has an expense ratio of 1.00 percent.
Risk is Low compared to funds in the same category according to Morningstar.