AIM Independence 2020 B
11 Greenway Plaza Suite 100 Houston TX 77046
Map
Phone: 800-959-4246
| Category: | Target-Date 2015-2029 | | Fund Family: | Invesco Aim | | Net Assets: | 1.34M | | Year-to-Date Return: | -26.61% | | Yield: | 3.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 31-Jan-07 |
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Gary K Wendler
Lead Manager since
31-Jan-07 | | | Wendler is a portfolio manager and the director of Research and Product Development of AIM Advisors with which he has been associated since 1995. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $25 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks capital appreciation and current income, consistent with its current asset allocation strategy. The fund seeks to meet its investment objective by building a portfolio of underlying funds. The advisor allocates the fund's assets among the underlying funds according to an asset allocation strategy designed to maximize return with an appropriate risk level for investors whose target retirement date is around the year 2020. This asset allocation strategy becomes increasingly conservative over time until approximately three years after the year 2020. |
| Last Dividend
(18-Dec-07):
| 0.22 | | Last Cap Gain
(18-Dec-07):
| 0.05 | | Annual Holdings Turnover
| 37.00% | | Average for Category:
| 29.93% |
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| Expense | AFTBX | Category
Avg | | Total Expense Ratio: | 1.25%
| 0.71% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.28% | | Max Deferred Sales Load: | 5.00%
| 2.21% | | 3 Yr Expense Projection*: |
$2,721 | $754 | | 5 Yr Expense Projection*: |
$4,570 | $1,395 | | 10 Yr Expense Projection*: |
$8,146 | $2,679 |
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2.51% Nasdaq 0.00%
Profile
