Invesco Real Estate R5 (IARIX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for IARIX at this time.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.87%|
Performance & Risk
|5y Avg Return:||25.55%|
|Rank in Category (ytd):||74|
|% Rank in Category (ytd):||26.24%|
|Morningstar Risk Rating:||2|
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