PKRAX : Invesco Peak Retirement 2065 Fund Class A

PKRAX is a Allocation Market Target-Date with HIGH fees.

PKRAX

Invesco Peak Retirement 2065 Fund Class A

FI Score

32 /100

Expense Ratio Rating

5 /10

Expense Rating

6 /10

Market Score

0 /10

Category Score

5 /10

Market Size

0 /10

32% FI Score
  • pkrax
  • Mutual Fund
  • Allocation
  • Target-Date

Invesco Peak Retirement 2065 Fund Class A

Expenses: 0.43% (Better than 0% of similar funds)

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

Fund Summary

The investment seeks total return over time, consistent with its strategic target allocation. The fund is designed for investors expecting to retire and/or begin withdrawing funds around the target retirement date. It invests in some combination of underlying mutual funds, exchange-traded funds or other pooled investment vehicles (collectively, the underlying funds), which are advised by Invesco, Invesco Capital or other unaffiliated advisers and are either actively or passively managed. The underlying funds provide exposure to the following asset classes: U.S. equity; international equity; fixed income; alternatives; and cash.

Largest Holdings

Amount Holding
14.63% Invesco S&P 500® Pure Growth ETF
12.82% Invesco Comstock R6
11.71% Invesco Equally-Wtd S&P 500 R6
10.08% Invesco RAFI™ Strategic Dvlpd ex-US ETF
9.88% Invesco US Managed Volatility R6
8.04% Invesco International Select Equity R6
6.89% Invesco Diversified Dividend R6
6.46% Invesco International Growth R6
3.47% Invesco RAFI™ Strategic US Small Com ETF
3.35% Invesco Taxable Municipal Bond ETF
2.99% Invesco S&P MidCap Low Volatility ETF
2.92% Invesco S&P SmallCap Low Volatility ETF
2.04% Invesco RAFI™StrategicEmergingMarketsETF
2.00% Invesco S&P Emerging Markets Low Vol ETF
1.72% Invesco Quality Income R6

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