2 / 5 Stars
1 1 2 1 5
Zacks Investment Research
Standard & Poor's
1 / 5 Stars
U.S. News evaluated 57 Global Real Estate Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 2.61 percent over the past year, 5.69 percent over the past three years, and 20.54 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.3%|
|3 Years (Annualized)||5.7%|
|5 Years (Annualized)||20.5%|
|10 Years (Annualized)||N/A|
The investment seeks total return through growth of capital and current income. The fund normally invests at least 80% of net assets (plus any borrowings for investment purposes) in securities of real estate and real estate-related issuers, and in derivatives and other instruments that have economic characteristics similar to such securities. It invests primarily in real estate investment trusts (REITs) and equity securities (including common and preferred stock, and convertible securities) of domestic and foreign issuers. The fund normally invests in securities of issuers located in at least three different countries, including the U.S.
Fees are High compared to funds in the same category.
Invesco Global Real Estate Fund has an expense ratio of 2.23 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.