IARRX Mutual Fund

IARRX Mutual Fund (Invesco Real Estate Fund Class R) is managed by Invesco (US). IARRX expense ratio is 1.52%, holding 36 positions across sectors including Financials. Inception date: 2004-04-30.

IARRX performance shows a YTD return of 17.05%. The 1-year return is 17.64% and the 5-year return is 1.41%. IARRX dividend yield stands at 4.87%, paid quarterly.

IARRX top holdings include State Of New York Mortgage Agency Homeowner Mortgage Revenue 3 04/01/2050 (10.8%), Columbus Regional Airport Authority 5 01/01/2041 (8.9%), Pinellas County Housing Finance Authority 3 03/01/2052 (7.7%), Greenville Independent School District 5 02/15/2044 (6.6%), Commonwealth Of Pennsylvania 5 07/01/2037 (6.5%). 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.