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Morningstar

Invesco Real Estate Investor REINX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 17.82  /  1.08 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.160%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Real Estate
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Limited
  • TTM Yield 0.96%
  • Turnover 59%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis REINX

Will REINX 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 REINX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the REINX 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 REINX’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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