• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down 0.23% Nasdaq Down 0.63%

    Invesco Real Estate A (IARAX)

    26.79 Down 0.06(0.22%) Apr 27
    Prev Close:26.85
    YTD Return*:3.48%
    Net Assets*:2.55B
    Yield*:0.65%

    * As of 31-Mar-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for IARAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SPG9.399.49
    AVB6.306.59
    AMT5.64-2.42
    PLD5.211.67
    WY4.81-7.63

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:2.55B
    Category:Real Estate
    Annual Report Expense Ratio (net):1.25%

    Performance & Risk

    YTD Return:3.48%
    5y Avg Return:14.09%
    Rank in Category (ytd):85
    % Rank in Category (ytd):28.91%
    Beta (3y):0.48
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks total return through growth of capital and current income. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of real estate and real estate-related issuers, and in derivatives and other instruments that have economic characteristics similar to such securities. It may also invest in debt securities, including corporate debt obligations and commercial mortgage-backed securities. The fund may invest up to 10% of its net assets in non-investment grade debt securities (commonly known as "junk bonds") of real estate and real estate-related issuers. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback