About IARRX
The Invesco Real Estate Fund Class R is an actively managed mutual fund specializing in the real estate sector. Its primary objective is to achieve total return through both capital appreciation and current income, investing at least 80% of its assets in securities of real estate and real estate-related companies, including real estate investment trusts (REITs). The fund predominantly holds common stocks of domestic real estate firms, targeting a range of property types such as commercial, residential, industrial, and specialized facilities. Major holdings often include established REITs like American Tower, Welltower, Equinix, Prologis, Simon Property Group, and Digital Realty Trust.
This fund offers exposure to a diverse real estate portfolio and is managed by a team with extensive sector experience. Class R shares are typically available to certain retirement plans and IRAs, and they do not carry a sales charge. The fund appeals to investors seeking regular income, distributing dividends on a quarterly basis, and aims to deliver balanced risk via diversification across multiple real estate segments. Launched in 2004, it plays a role in providing access to the U.S. real estate market for a broad investor base, while serving as a potential hedge against inflation and a source of income within a diversified portfolio.
Fund Family Invesco
Category Real Estate
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol IARRX
Share Class Class R
Index S&P 500 TR
IARRX had a total return of 14.93% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.02%.
