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Invesco Real Estate R6 (IARFX)

23.74 Down 0.08(0.34%) Apr 17
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Prev Close:23.82
YTD Return*:8.44%
Net Assets*:2.12B
Yield*:1.43%

* As of 31-Mar-14

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

Headlines

  • No Headlines available for IARFX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SPG9.919.21
AMT6.212.24
PLD5.5511.53
AVB5.5312.01
WY5.08-4.94

Fund Basics

Morningstar Overall Rating:
Total Assets:2.12B
Category:Real Estate
Annual Report Expense Ratio (net):0.77%

Performance & Risk

YTD Return:8.44%
5y Avg Return:24.55%
Rank in Category (ytd):74
% Rank in Category (ytd):26.24%
Beta (3y):0.82
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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