IARAX Mutual Fund
IARAX Mutual Fund
IARAX Mutual Fund
Invesco Real Estate Fund Class A
IARAX Mutual Fund Overview
IARAX Mutual Fund (Invesco Real Estate Fund Class A) is managed by Invesco (US) with $660.4M in net assets. IARAX expense ratio is 1.27%, holding 37 positions across sectors including Real Estate, Communication Services, Financials. Inception date: 1996-12-31.
IARAX performance shows a YTD return of 14.13%. The 1-year return is 12.15% and the 5-year return is 0.52%. IARAX dividend yield stands at 5.12%, paid quarterly.
IARAX top holdings include Welltower, Inc. (11.2%), Prologis Inc (9.1%), Equinix Inc. Real Estate Investment Trust (8.2%), 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.