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    Invesco Real Estate R (IARRX)

    28.67 Down 0.04(0.14%) Jan 27
    Prev Close:28.67
    YTD Return*:27.75%
    Net Assets*:2.45B
    Yield*:0.52%

    * As of 31-Dec-14

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

    Headlines

    • No Headlines available for IARRX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SPG9.541.77
    AVB6.051.48
    AMT5.990.83
    PLD5.080.93
    WY4.840.61

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:2.45B
    Category:Real Estate
    Annual Report Expense Ratio (net):1.50%

    Performance & Risk

    YTD Return:27.75%
    5y Avg Return:14.68%
    Rank in Category (ytd):75
    % Rank in Category (ytd):27.37%
    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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