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10 important things you should know about Invesco TNEAX mutual fund

Updated: October 10, 2021
Bull Case
  • No Bull case arguments for now!
Bear Case
  • Low net assets
  • Sales load and/or distribution fees

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

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

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

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

  1. Describe AIM Growth Series (Invesco Growth Series): Invesco Balanced-Risk Retirement 2050 Fund; Class A Shares (TNEAX).
  2. What are TNEAX holdings?
  3. What is TNEAX performance? What are TNEAX historical returns?
  4. What is TNEAX dividend yield?
  5. What is TNEAX minimum initial investment amount?
  6. Does TNEAX have any sales loads or 12b-1 distribution expenses?
  7. What is TNEAX Finny Score? TNEAX buy or sell?
  8. What are the pros of investing in TNEAX? What are TNEAX buy reasons?
  9. What are the cons of investing in TNEAX? What are TNEAX 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 2050 Fund; Class A Shares (TNEAX).

2. What are TNEAX top holdings?

TNEAX has 0 stock holdings and 0 bond holdings.

The top 4 holdings represent 100.01% of total assets. Here are the top holdings:

Name Symbol % Assets
Invesco Balanced-Risk Agrsv Allc N/A 64.46%
Invesco Balanced-Risk Allc R6 ALLFX 35.23%
Invesco Shrt-Trm Inv Gov&Agcy Instl AGPXX 0.19%
Invesco Shrt-Trm Inv Treasury Instl TRPXX 0.13%

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

TNEAX has generated the following returns:

  • 1-month return is -0.90%;
  • 3-month return is 7.32%;
  • 1-year return is 7.32%;
  • 3-year return is 8.41%;
  • 5-year return is 6.88%.

4. What is TNEAX dividend yield?

TNEAX yield is %.

5. What is TNEAX minimum initial investment amount?

TNEAX minimum initial investment amount is $1.00K.

6. Does TNEAX have any sales loads or 12b-1 distribution expenses?

TNEAX 12b-1 distribution fee is 0.25. TNEAX front-end sales load is 5.5. TNEAX back-end sales load is 0.

Analysis

7. What is Finny Score? buy or sell?

Finny Score is N/A. Our quantitative analysis shows 0 reasons to buy and 2 reasons to sell. Finny Scores are not available if there are insufficient data points from the analysis.

8. What are the pros of investing in TNEAX? What are TNEAX buy reasons?

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

9. What are the cons of investing in TNEAX? What are TNEAX negatives?

The following are TNEAX weaknesses from our perspective:

  • TNEAX net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • Warning: this fund has a 12b1 and front-end sales fee. The maximum 12b1 fee is 0.25%, while the maximum front-end sales load is 5.5%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. Front-end sales load, also known as sales charge, is a fee paid when mutual funds shares are purchased. Those fees are subtracted from your total investable assets.
In the TNEAX review, we covered TNEAX 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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