14 important things you should know about Invesco AFTCX mutual fund

Updated: June 27, 2020
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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 60.94% of total assets. Here are the top holdings:

Name Symbol % Assets
Invesco Balanced-Risk Allc R6 ALLFX 60.94%

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

AFTCX has generated the following returns:

  • 1-month return is 0.24%;
  • 3-month return is -5.61%;
  • 1-year return is -1.94%;
  • 3-year return is 0.74%;
  • 5-year return is 1.09%;
  • 10-year return is 3.94%.

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.

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.

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%.

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

  • 3-year beta is 0.47;
  • 5-year beta is 0.49;
  • 10-year beta is 0.48.

11. What is AFTCX Sharpe ratio?

  • 3-year Sharpe ratio is -0.29;
  • 5-year Sharpe ratio is -0.09;
  • 10-year Sharpe ratio is 0.61.

Analysis

12. What is AFTCX Finny Score? AFTCX buy or sell?

AFTCX Finny Score is 33. Our quantitative analysis shows 3 reasons to buy AFTCX and 6 reasons to sell it, resulting in the Finny Score of 33.

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

The following are AFTCX strengths from our perspective:

  • AFTCX 3-year Beta is 0.47, which is inversely correlated with the index (Morningstar Mod Tgt Risk TR USD). The could be good if you're trying to hedge your portfolio.
  • AFTCX 5-year Beta is 0.49, which is inversely correlated with the index (Morningstar Mod Tgt Risk TR USD). The could be good if you're trying to hedge your portfolio.
  • AFTCX 10-year Beta is 0.48, which is inversely correlated with the index (Morningstar Mod Tgt Risk TR USD). The could be good if you're trying to hedge your portfolio.

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

The following are AFTCX weaknesses from our perspective:

  • AFTCX net assets are $4.10 million. This fund is not a popular choice with retail investors.
  • AFTCX 3-year return is 0.74%, which is lower than the 3-year return of the benchmark index (Morningstar Moderate Target Risk TR USD), 4.54%.
  • AFTCX 5-year return is 1.09%, which is lower than the 5-year return of the benchmark index (Morningstar Moderate Target Risk TR USD), 4.51%.
  • AFTCX 10-year return is 3.94%, which is lower than the 10-year return of the benchmark index (Morningstar Moderate Target Risk TR USD), 6.93%.
  • 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.
  • AFTCX expense ratio is 1.64%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
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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