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    Invesco Real Estate R6 (IARFX)

    25.11 Down 0.03(0.12%) Aug 28
    Prev Close:25.11
    YTD Return*:-0.85%
    Net Assets*:2.23B
    Yield*:1.14%

    * As of 31-Jul-15

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

    Headlines

    • No Headlines available for IARFX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SPG9.23N/A
    AVB6.92N/A
    AMT5.72N/A
    PLD4.92N/A
    FRT4.67N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:2.23B
    Category:Real Estate
    Annual Report Expense Ratio (net):0.78%

    Performance & Risk

    YTD Return:-0.85%
    5y Avg Return:11.99%
    Rank in Category (ytd):66
    % Rank in Category (ytd):23%
    Beta (3y):0.41
    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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