IARRX Mutual Fund
IARRX Mutual Fund
IARRX Mutual Fund
Invesco Real Estate Fund Class R
IARRX Mutual Fund Overview
IARRX Mutual Fund (Invesco Real Estate Fund Class R) is managed by Invesco (US). IARRX expense ratio is 1.52%, holding 37 positions across sectors including Real Estate, Communication Services, Financials. Inception date: 2004-04-30.
IARRX performance shows a YTD return of 13.95%. The 1-year return is 11.83% and the 5-year return is 0.27%. IARRX dividend yield stands at 4.87%, paid quarterly.
IARRX 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 IARRX holdings, IARRX sectors, or IARRX dividends.
IARRX can be compared against other funds. Use IARRX overlap to find shared positions, or IARRX vs another fund for a side-by-side view. IARRX alternatives are available via the screener, along with tax-loss harvesting opportunities.