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15 important things you should know about Invesco AFTCX mutual fund

Updated: September 27, 2020
N/A
Bull Case
  • No Bull case arguments for now!
Bear Case
  • Low net assets
  • 3-year return below the benchmark
  • 5-year return below the benchmark
  • 10-year return below the benchmark
  • High expense ratio
  • Sales load and/or distribution fees

Before we start: if you’re looking for AFTCX “stock” price, you can quickly find it out by visiting Finny and typing "AFTCX quote". If you’re looking for a quick scoop on AFTCX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "AFTCX". You’ll get all this info in one place.

Are you looking to buy or sell AFTCX? Or perhaps you’re looking for AFTCX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this AFTCX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: AFTCX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: AFTCX buy or sell; the pros and cons of investing in AFTCX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to AFTCX.

And here is the list of questions we’ll answer:

  1. Describe AIM Growth Series (Invesco Growth Series): Invesco Balanced-Risk Retirement 2020 Fund; Class C Shares (AFTCX).
  2. What are AFTCX holdings?
  3. What is AFTCX performance? What are AFTCX historical returns?
  4. How many up and down years did AFTCX have historically?
  5. What is AFTCX dividend yield?
  6. What is AFTCX minimum initial investment amount?
  7. What is AFTCX expense ratio?
  8. Does AFTCX have any sales loads or 12b-1 distribution expenses?
  9. What is AFTCX tax efficiency (tax-cost ratio)?
  10. What is AFTCX beta? How would you assess AFTCX risk?
  11. What is AFTCX Sharpe ratio?
  12. What is AFTCX Finny Score? AFTCX buy or sell?
  13. What are the pros of investing in AFTCX? What are AFTCX buy reasons?
  14. What are the cons of investing in AFTCX? What are AFTCX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe AIM Growth Series (Invesco Growth Series): Invesco Balanced-Risk Retirement 2020 Fund; Class C Shares (AFTCX).

The Fund seeks to provide capital appreciation and current income for investors whose target retirement date is around the year 2020. The Fund seeks to achieve this objective by investing primarily in underlying equity funds.

2. What are AFTCX top holdings?

AFTCX has 0 stock holdings and 0 bond holdings.

The top 1 holding represent 59.00% of total assets. Here are the top holdings:

Name Symbol % Assets
Invesco Balanced-Risk Allc R6 ALLFX 59.00%

3. What is AFTCX performance? What are AFTCX historical returns?

AFTCX has generated the following returns:

  • 1-month return is -0.57%;
  • 3-month return is 1.88%;
  • 1-year return is 0.42%;
  • 3-year return is 2.00%;
  • 5-year return is 3.28%;
  • 10-year return is 3.89%.

4. How many up and down years did AFTCX have historically?

In the last 10 years, AFTCX had 8 up years and 2 down years.

AFTCX up and down years

5. What is AFTCX dividend yield?

AFTCX yield is 4.13%.

6. What is AFTCX minimum initial investment amount?

AFTCX minimum initial investment amount is $1.00K.

7. What is AFTCX expense ratio?

AFTCX expense ratio is 1.64%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

AFTCX expenses

8. Does AFTCX have any sales loads or 12b-1 distribution expenses?

AFTCX 12b-1 distribution fee is 1. AFTCX front-end sales load is 0. AFTCX back-end sales load is 1.

9. What is AFTCX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 1.63%;
  • 3-year ax cost ratio is 1.09%.
AFTCX tax costs

10. What is AFTCX beta? How would you assess AFTCX risk?

  • 3-year beta is 0.43;
  • 5-year beta is 0.46;
  • 10-year beta is 0.47.
AFTCX Beta

11. What is AFTCX Sharpe ratio?

  • 3-year Sharpe ratio is 0.07;
  • 5-year Sharpe ratio is 0.21;
  • 10-year Sharpe ratio is 0.68.
AFTCX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 0. Our quantitative analysis shows 0 reasons to buy and 6 reasons to sell it, resulting in the Finny Score of 0.

13. What are the pros of investing in AFTCX? What are AFTCX buy reasons?

We don't see any strong reasons to buy AFTCX.

14. What are the cons of investing in AFTCX? What are AFTCX negatives?

The following are AFTCX weaknesses from our perspective:

  • <strong>AFTCX net assets</strong> are $4.10 million. This fund is not a popular choice with retail investors.
  • <strong>AFTCX 3-year return</strong> is 2%, which is lower than the 3-year return of the benchmark index (Morningstar Moderate Target Risk TR USD), 6.66%.
  • <strong>AFTCX 5-year return</strong> is 3.28%, which is lower than the 5-year return of the benchmark index (Morningstar Moderate Target Risk TR USD), 7.89%.
  • <strong>AFTCX 10-year return</strong> is 3.89%, which is lower than the 10-year return of the benchmark index (Morningstar Moderate Target Risk TR USD), 7.62%.
  • <strong>AFTCX expense ratio</strong> is 1.64%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • Warning: this fund has a 12b1 and deferred sales fee. The maximum 12b1 fee is 1%, while the maximum deferred sales load is 1%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. Deferred sales load is a back-end sales charge and is imposed when an investor redeems shares.
In the AFTCX review, we covered AFTCX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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