IARAX Mutual Fund

IARAX Mutual Fund (Invesco Real Estate Fund Class A) is managed by Invesco (US) with $400.4M in net assets. IARAX expense ratio is 1.27%, holding 38 positions across sectors including Real Estate, Communication Services, Industrials. Inception date: 1996-12-31.

IARAX performance shows a YTD return of 12.20%. The 1-year return is 12.47% and the 5-year return is 0.29%. IARAX dividend yield stands at 1.44%, paid quarterly.

IARAX top holdings include Welltower Inc. (11.6%), Prologis Inc (8.9%), Equinix, Inc. (8.4%), American Tower Corporation (8.0%), Digital Realty Trust Inc. (6.0%). Go to all IARAX holdings, IARAX sectors, or IARAX dividends.

IARAX can be compared against other funds. Use IARAX overlap to find shared positions, or IARAX vs another fund for a side-by-side view. IARAX alternatives are available via the screener, along with tax-loss harvesting opportunities.