IARFX Mutual Fund

IARFX Mutual Fund (Invesco Real Estate Fund Class R6) is managed by Invesco (US) with $170.6M in net assets. IARFX expense ratio is 0.84%, holding 37 positions across sectors including Real Estate, Communication Services, Financials. Inception date: 2012-09-24.

IARFX performance shows a YTD return of 14.48%. The 1-year return is 12.68% and the 5-year return is 0.96%. IARFX dividend yield stands at 5.55%, paid quarterly.

IARFX 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 IARFX holdings, IARFX sectors, or IARFX dividends.

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