Invesco Real Estate will need to prove itself under its current management team. It maintains pillar ratings of Average for both People and Process.
Invesco Real Estate C IARCX
- NAV / 1-Day Return 15.62 / +0.13 %
- Total Assets 973.6 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.990%
- Distribution Fee Level Average
- Share Class Type Level Load
- Category Real Estate
- Investment Style Mid Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 1.43%
- Turnover 42%
USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0
Morningstar’s Analysis IARCX
Will IARCX 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 52.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
American Tower Corp | 9.36 | 99.7 Mil | Real Estate |
Welltower Inc | 7.37 | 78.5 Mil | Real Estate |
Extra Space Storage Inc | 6.40 | 68.2 Mil | Real Estate |
Digital Realty Trust Inc | 5.12 | 54.5 Mil | Real Estate |
UDR Inc | 4.72 | 50.2 Mil | Real Estate |
Rexford Industrial Realty Inc | 4.54 | 48.4 Mil | Real Estate |
Weyerhaeuser Co | 3.89 | 41.4 Mil | Real Estate |
Prologis Inc | 3.87 | 41.2 Mil | Real Estate |
Alexandria Real Estate Equities Inc | 3.85 | 41.0 Mil | Real Estate |
Equinix Inc | 3.69 | 39.3 Mil | Real Estate |