TNACX : Invesco Balanced-Risk Retirement 2030 Fund Class C

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

TNACX

Invesco Balanced-Risk Retirement 2030 Fund Class C

FI Score

18 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

18% FI Score
  • tnacx
  • Mutual Fund
  • Allocation
  • Target-Date

Invesco Balanced-Risk Retirement 2030 Fund Class C

Expenses: 1.00% (Better than 0% of similar funds)

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

Fund Summary

The investment seeks 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, Invesco Government & Agency Portfolio and Invesco Treasury Portfolio. It 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. The fund is non-diversified.

Largest Holdings

Amount Holding
99.55% Invesco Balanced-Risk Allc R6

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo