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Morningstar

Invesco Real Estate R IARRX

Morningstar Analyst Rating
Analyst rating as of | See Invesco Investment Hub
  • NAV / 1-Day Return 18.20  /  0.33 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.480%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Real Estate
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.58%
  • Turnover 59%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis IARRX

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 hasn't yet shown that it can outperform consistently.

Senior Analyst

Summary

| by David Kathman

Invesco Real Estate has continued to be a lackluster performer even after tweaks to its process. It retains a Morningstar Analyst Rating of Neutral for all share classes.

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