The combination of an Average People Pillar rating and a Low Process Pillar rating limit Invesco Global Real Estate C 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 most expensive quintile among peers.
- NAV / 1-Day Return 9.40 / 1.78 %
- Total Assets 215.6 Mil
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Adj. Expense Ratio
- Expense Ratio 2.050%
- Distribution Fee Level Above Average
- Share Class Type Level Load
- Category Global Real Estate
- Investment Style Mid Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 1.44%
- Turnover 88%
Morningstar’s Analysis CGREX
Will CGREX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.