IARCX Mutual Fund

IARCX Mutual Fund (Invesco Real Estate Fund Class C Shares) is managed by Invesco (US). IARCX expense ratio is 2.02%, holding 37 positions across sectors including Real Estate, Communication Services, Financials. Inception date: 1995-05-01.

IARCX performance shows a YTD return of 13.60%. The 1-year return is 11.30% and the 5-year return is -0.23%. IARCX dividend yield stands at 4.43%, paid quarterly.

IARCX 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 IARCX holdings, IARCX sectors, or IARCX dividends.

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