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    Invesco Real Estate R (IARRX)

    26.05 Up 0.03(0.12%) May 22
    Prev Close:26.02
    YTD Return*:-2.34%
    Net Assets*:2.36B
    Yield*:0.44%

    * As of 30-Apr-15

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

    Headlines

    • No Headlines available for IARRX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SPG9.751.46
    AVB6.924.17
    PLD5.23-5.35
    AMT4.55-3.83
    BXP4.513.82

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:2.36B
    Category:Real Estate
    Annual Report Expense Ratio (net):1.49%

    Performance & Risk

    YTD Return:-2.34%
    5y Avg Return:11.14%
    Rank in Category (ytd):96
    % Rank in Category (ytd):32.65%
    Beta (3y):0.45
    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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