IARIX Mutual Fund

IARIX Mutual Fund (Invesco Real Estate Fund Class R5) is managed by Invesco (US) with $269.4M in net assets. IARIX expense ratio is 0.89%, holding 35 positions across sectors including Real Estate, Industrials, Communication Services. Inception date: 2004-04-30.

IARIX performance shows a YTD return of 17.56%. The 1-year return is 18.45% and the 5-year return is 1.80%. IARIX dividend yield stands at 5.33%, paid quarterly.

IARIX top holdings include Welltower, Inc. (9.8%), Prologis Inc (8.6%), American Tower Corporation (8.3%), Equinix Inc. Real Estate Investment Trust (6.5%), Digital Realty Trust Inc. (6.4%). Go to all IARIX holdings, IARIX sectors, or IARIX dividends.

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