The combination of an Average People Pillar rating and a Low Process Pillar rating limit Invesco Global Real Estate A to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.
- NAV / 1-Day Return 9.55 / 2.14 %
- Total Assets 214.9 Mil
Adj. Expense Ratio
- Expense Ratio 1.300%
- Distribution Fee Level Average
- Share Class Type Front Load
- Category Global Real Estate
- Investment Style Mid Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 2.41%
- Turnover 88%
Morningstar’s Analysis AGREX
Will AGREX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.