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    Invesco Real Estate A (IARAX)

    26.45 Up 0.23(0.88%) Dec 18
    Prev Close:26.22
    YTD Return*:26.62%
    Net Assets*:2.45B
    Yield*:0.82%

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for IARAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SPG9.5430.60
    AVB6.0540.10
    AMT5.9929.03
    PLD5.0818.11
    WY4.8415.24

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:2.45B
    Category:Real Estate
    Annual Report Expense Ratio (net):1.25%

    Performance & Risk

    YTD Return:26.62%
    5y Avg Return:16.02%
    Rank in Category (ytd):59
    % Rank in Category (ytd):21.53%
    Beta (3y):0.60
    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
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