IARCX Mutual Fund

IARCX Mutual Fund (Invesco Real Estate Fund Class C Shares) is managed by Invesco (US) with $9.8M in net assets. IARCX expense ratio is 2.02%, holding 38 positions across sectors including Real Estate, Communication Services, Industrials. Inception date: 1995-05-01.

IARCX performance shows a YTD return of 11.56%. The 1-year return is 11.68% and the 5-year return is -0.45%. IARCX dividend yield stands at 0.69%, paid quarterly.

IARCX 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 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.