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SRRQX Invesco Strategic Real Return R

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Fund SRRQX Invesco Strategic Real Return R ACITX American Century Infl-Adj Bond Inv  
100% 85%
Annual Fees
(1.07% Exp. Ratio)
(0.47% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.03% annual return
$13,246.41 $15,881.01
Est. savings over 30 yrs +$2,634.60
As of 9/30/16
1 YR RETURN 6.67%
3 YR --
5 YR --
10 YR --
1 YR RETURN 6.67%
3 YR 1.86%
5 YR 1.43%
10 YR 4.09%
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.
The investment seeks total return and inflation protection consistent with investment in inflation-indexed securities. Under normal market conditions, the fund invests at least 80% of its net assets in inflation-adjusted bonds. It also may invest in derivative instruments such as futures contracts and swap agreements (including, but not limited to, inflation swap agreements and credit default swap agreements), or in mortgage- or asset-backed securities. The fund may invest in U.S. Treasury futures, inflation swap agreements and credit default swap agreements to manage duration, inflation and credit exposure.

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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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