Morningstar

Invesco Active U.S. Real Estate Fund PSR

Morningstar Medalist Rating
Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis PSR

Will PSR outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PSR’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PSR management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PSR’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Invesco Active US Real Estate holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings PSR

More PSR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Welltower Inc

10.24 6M
Real Estate

Prologis Inc

8.58 5M
Real Estate

Equinix Inc

7.59 4M
Real Estate

American Tower Corp

6.97 4M
Real Estate

Digital Realty Trust Inc

6.29 4M
Real Estate

Public Storage

3.69 2M
Real Estate

UDR Inc

3.60 2M
Real Estate

Camden Property Trust

3.51 2M
Real Estate

Crown Castle Inc

3.46 2M
Real Estate

Simon Property Group Inc

3.21 2M
Real Estate

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