IARRX – Invesco Real Estate R Investment Strategy | Morningstar

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Strategy

The investment seeks total return through growth of capital and current income. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of real estate and real estate-related issuers, and in derivatives and other instruments that have economic characteristics similar to such securities. It may also invest in debt securities, including corporate debt obligations and commercial mortgage-backed securities. The fund may invest up to 10% of its net assets in non-investment grade debt securities of real estate and real estate-related issuers. It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
REINX	Invesco Real Estate Fund Investor Class	No Load	Limited			Sep 30, 2003	$16.25M	1.240%	Above Average	$1,000	−$1.36M
IARYX	Invesco Real Estate Fund Class Y	Institutional	Open			Oct 3, 2008	$55.38M	1.020%	Above Average	$1,000	−$10.91M
IARAX	Invesco Real Estate Fund Class A	Front Load	Open			Dec 31, 1996	$396.83M	1.270%	Average	$1,000	−$59.72M
IARCX	Invesco Real Estate Fund Class C	Level Load	Open			May 1, 1995	$9.77M	2.020%	Above Average	$1,000	−$3.28M
IARIX	Invesco Real Estate Fund R5 Class	Retirement, Large	Limited			Apr 30, 2004	$17.84M	0.890%	Above Average	$1M	−$11.52M
IARFX	Invesco Real Estate Fund Class R6	Retirement, Large	Open			Sep 24, 2012	$61.85M	0.840%	Average	$1M	−$17.37M
IARRX	Invesco Real Estate Fund Class R	Retirement, Medium	Open			Apr 30, 2004	$62.83M	1.520%	High	$1,000	−$7.75M

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