The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.
Invesco Active US Real Estate PSR
Morningstar’s Analysis PSR
Will PSR outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 57.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Equinix Inc | 6.97 | 4.4 Mil | Real Estate |
Prologis Inc | 6.34 | 4.0 Mil | Real Estate |
Crown Castle Inc | 5.15 | 3.3 Mil | Real Estate |
Realty Income Corp | 5.06 | 3.2 Mil | Real Estate |
Mid-America Apartment Communities Inc | 4.89 | 3.1 Mil | Real Estate |
Digital Realty Trust Inc | 4.88 | 3.1 Mil | Real Estate |
Simon Property Group Inc | 4.79 | 3.1 Mil | Real Estate |
Public Storage | 4.74 | 3.0 Mil | Real Estate |
Host Hotels & Resorts Inc | 4.73 | 3.0 Mil | Real Estate |
PotlatchDeltic Corp | 4.72 | 3.0 Mil | Real Estate |