TNDCX : Invesco Balanced-Risk Retirement 2040 Fund Class C

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 builds a portfolio that includes Invesco Balanced-Risk Allocation Fund, Invesco Balanced-Risk Aggressive 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.