| 9.01 Net Asset Value | +0.33% 1 Day | +5.01% Year-to-Date | Overall Morningstar Rating |
| Target date 2046-2050 Style or Category | No Load Sales Expenses | 3.43% Expense Ratio | Low Morningstar Risk Rating™ |
| 1 month | +4.40% | 3 years | -- | |
| 3 months | +4.04% | 5 years | -- | |
| 1 year | +11.86% | Since inception | +11.68% |
| VRICX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +3.98% |
| Expense ratio | 3.43% | 1.13% |
| Risk 5 year sharpe ratio | 0.25 | 0.26 |
| Net assets | $40.7M | $452.3M |
| Average market cap | -- | $26.6B |
| Average P/E | -- | 15.6 |
| Portfolio turnover | 4% | 4% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Invesco |
| Fund manager & tenure | Mark Ahnrud / 3 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $250.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| ALLFX Invesco Balanced-Risk Allc R6 | 98.91% |
.
