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    Invesco Real Estate R (IARRX)

    27.32 Down 0.51(1.83%) Mar 25
    Prev Close:27.32
    YTD Return*:2.08%
    Net Assets*:2.56B
    Yield*:0.51%

    * As of 28-Feb-15

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

    Headlines

    • No Headlines available for IARRX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SPG9.395.12
    AVB6.303.84
    AMT5.640.56
    PLD5.21-0.77
    WY4.81-1.11

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:2.56B
    Category:Real Estate
    Annual Report Expense Ratio (net):1.50%

    Performance & Risk

    YTD Return:2.08%
    5y Avg Return:15.37%
    Rank in Category (ytd):92
    % Rank in Category (ytd):31.19%
    Beta (3y):0.49
    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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