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SRRFX Invesco Strategic Real Return R5

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Fund SRRFX Invesco Strategic Real Return R5
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Annual Fees
(0.57% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.03% annual return
Est. savings over 30 yrs
As of 9/30/16
1 YR RETURN 7.32%
3 YR --
5 YR --
10 YR --
The investment seeks to mitigate the effects of unanticipated inflation and to provide current income. The fund seeks to achieve its investment objective by actively allocating assets across three debt-related asset classes: (i) U.S. Treasury Inflation-Protected Securities (TIPS Portfolio); (ii) bank loans (Bank Loan Portfolio); and (iii) high yield securities (High Yield Portfolio). It may invest in securities or loans of issuers located in foreign countries, including securities or loans of issuers located in emerging markets countries, i.e., those that are in the initial stages of their industrial cycles.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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