AIM Growth Series (Invesco Growth Series) - Invesco Balanced-Risk Retirement 2050 Fund (VRIAX)
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AIM Growth Series (Invesco Growth Series) - Invesco Balanced-Risk Retirement 2050 Fund
AIM Growth Series
11 Greenway Plaza,Suite 100
Houston, TX 77046
800-959-4246
Management Information
Mark E. Ahnrud,Lead Manager since August 30, 2009
Mark Ahnrud currently serves as a Portfolio Manager for Invesco's Global Asset Allocation team. Mark joined Invesco in 2000 and the Global Asset Allocation team in 2002. Mark began his investment career in 1985 and was a fixed income portfolio manager with Bank of America prior to joining Invesco. Mark received his BS in Finance and Investments from Babson College. He received his MBA from the Fuqua School of Business at Duke University with a concentration in Finance and Real Estate Investment. Mark holds the Chartered Financial Analyst designation.
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Morningstar Category
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Fund Overview
CategoryTarget-Date 2050
Fund FamilyInvesco
Net Assets28.68M
YTD Return1.25%
Yield3.86%
Morningstar Rating★★
Inception DateMay 31, 2010
Fund Operations
Last Dividend1.50
Last Cap Gain0.00
Holdings TurnoverN/A
Average for CategoryN/A
Fees & Expenses
ExpenseVRIAXCategory Average
Annual Report Expense Ratio (net)1.23%0.46%
Prospectus Net Expense Ratio1.23%N/A
Prospectus Gross Expense Ratio2.26%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales Load5.50%5.36%
Max Deferred Sales LoadN/A1.44%
3 Yr Expense Projection1,124N/A
5 Yr Expense Projection1,605N/A
10 Yr Expense Projection2,927N/A
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