AFTAX : Invesco Balanced-Risk Retirement 2020 Fund Class A

AFTAX is a Allocation Market Target-Date with MODERATE fees.

AFTAX

Invesco Balanced-Risk Retirement 2020 Fund Class A

FI Score

50 /100

Expense Ratio Rating

7 /10

Expense Rating

8 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

Similar Funds

We found 434 Allocation Target-Date funds. Here they are ordered by FI Score.

Compare AFTAX vs TRRWX

66% FI Score
  • trrwx
  • Mutual Fund
  • Allocation
  • Target-Date

T. Rowe Price Target 2030 Fund

Expenses: 0.18% (Better than 1% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why »

Compare AFTAX vs PTCAX

66% FI Score
  • ptcax
  • Mutual Fund
  • Allocation
  • Target-Date

Principal LifeTime 2030 Fund Class A

Expenses: 0.38% (Better than 1% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why »

Compare AFTAX vs FYTKX

66% FI Score
  • fytkx
  • Mutual Fund
  • Allocation
  • Target-Date

Fidelity Freedom® Income Fund Class K6

Expenses: 0.37% (Better than 1% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why »

Compare AFTAX vs JSSRX

66% FI Score
  • jssrx
  • Mutual Fund
  • Allocation
  • Target-Date

JPMorgan SmartRetirement® Blend 2020 Fund Class I

Expenses: 0.28% (Better than 1% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why »

Compare AFTAX vs JRBEX

66% FI Score
  • jrbex
  • Mutual Fund
  • Allocation
  • Target-Date

JPMorgan SmartRetirement® Blend 2030 Fund Class I

Expenses: 0.32% (Better than 1% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why »

Compare AFTAX vs SRJAX

66% FI Score
  • srjax
  • Mutual Fund
  • Allocation
  • Target-Date

JPMorgan SmartRetirement® 2035 Fund Class A

Expenses: 0.39% (Better than 1% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why »

Compare AFTAX vs FHLDX

65% FI Score
  • fhldx
  • Mutual Fund
  • Allocation
  • Target-Date

Fidelity Freedom® Blend 2025 Fund Class K6

Expenses: 0.31% (Better than 1% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why »

Compare AFTAX vs GMWZX

65% FI Score
  • gmwzx
  • Mutual Fund
  • Allocation
  • Target-Date

GuideStone Funds MyDestination 2025 Fund Investor Class

Expenses: 0.34% (Better than 1% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why »

Compare AFTAX vs PTBAX

65% FI Score
  • ptbax
  • Mutual Fund
  • Allocation
  • Target-Date

Principal LifeTime 2020 Fund Class A

Expenses: 0.38% (Better than 1% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why »

Compare AFTAX vs MLLAX

65% FI Score
  • mllax
  • Mutual Fund
  • Allocation
  • Target-Date

MFS Lifetime Income Fund Class A

Expenses: 0.23% (Better than 1% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why »

Compare AFTAX vs FHTKX

65% FI Score
  • fhtkx
  • Mutual Fund
  • Allocation
  • Target-Date

Fidelity Freedom® 2040 Fund Class K6

Expenses: 0.49% (Better than 0% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why »

Compare AFTAX vs SSDWX

65% FI Score
  • ssdwx
  • Mutual Fund
  • Allocation
  • Target-Date

State Street Target Retirement 2060 Fund Class I

Expenses: 0.04% (Better than 1% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why »

Compare AFTAX vs SMTAX

65% FI Score
  • smtax
  • Mutual Fund
  • Allocation
  • Target-Date

JPMorgan SmartRetirement® 2040 Fund Class A

Expenses: 0.39% (Better than 1% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why »

Compare AFTAX vs TRRUX

65% FI Score
  • trrux
  • Mutual Fund
  • Allocation
  • Target-Date

T. Rowe Price Target 2020 Fund

Expenses: 0.14% (Better than 1% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why »

Compare AFTAX vs PTDAX

65% FI Score
  • ptdax
  • Mutual Fund
  • Allocation
  • Target-Date

Principal LifeTime 2040 Fund Class A

Expenses: 0.38% (Better than 1% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why »

Compare AFTAX vs MLTAX

65% FI Score
  • mltax
  • Mutual Fund
  • Allocation
  • Target-Date

MFS Lifetime 2030 Fund Class A

Expenses: 0.23% (Better than 1% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why »

Compare AFTAX vs FWTKX

65% FI Score
  • fwtkx
  • Mutual Fund
  • Allocation
  • Target-Date

Fidelity Freedom® 2035 Fund Class K6

Expenses: 0.49% (Better than 0% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why »

Compare AFTAX vs FJTKX

64% FI Score
  • fjtkx
  • Mutual Fund
  • Allocation
  • Target-Date

Fidelity Freedom® 2045 Fund Class K6

Expenses: 0.49% (Better than 0% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why »

Compare AFTAX vs JSAAX

64% FI Score
  • jsaax
  • Mutual Fund
  • Allocation
  • Target-Date

JPMorgan SmartRetirement® 2045 Fund Class A

Expenses: 0.39% (Better than 1% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why »

Compare AFTAX vs FHKDX

64% FI Score
  • fhkdx
  • Mutual Fund
  • Allocation
  • Target-Date

Fidelity Freedom® Blend 2030 Fund Class K6

Expenses: 0.32% (Better than 1% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why »

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