IARIX Mutual Fund (Invesco Real Estate Fund Class R5) is managed by Invesco (US) with $269.4M in net assets. IARIX expense ratio is 0.87%, holding 38 positions across sectors including Real Estate, Unknown, Industrials. Inception date: 2004-04-30.

IARIX performance shows a YTD return of 14.56%. The 1-year return is 13.38% and the 5-year return is 2.12%. IARIX dividend yield stands at 5.46%, paid quarterly.

IARIX top holdings include Welltower Inc Health Care (10.3%), American Tower Corp (8.4%), Prologis Inc (7.7%), Digital Realty Trust Inc (6.7%), Equinix, Inc. (6.3%). View all IARIX holdings, sector breakdown, or dividend history.

IARIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. IARIX alternatives are available via the screener, along with tax-loss harvesting opportunities.