A tough 2020 made it even harder for Invesco Real Estate to distinguish itself in the universe of REIT funds. The fund maintains a Morningstar Analyst Rating of Neutral for all share classes.
Invesco Real Estate R IARRX
NAV / 1-Day Return
22.20
/
0.05
%
Total Assets
2.1 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.480%
Expense Ratio
1.480%
Fee Level
Average
Longest Manager Tenure
26.13
years
Category
Real Estate
Investment Style
Mid BlendMin. Initial Investment
0
Status
Open
TTM Yield
1.00%
Turnover
156%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will IARRX outperform in 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 IARRX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the IARRX 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 IARRX’s parent organization’s priorities and whether they’re in line with investors’ interests.
This fund struggles to stand out.
