Invesco Global Real Estate Income Fund

Scorecard
4 / 5 Stars
Lipper
2 1 5 4 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
2 / 5 Stars
TheStreet.com
C- (Hold)

U.S. News evaluated 56 Global Real Estate Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 10.86 percent over the past year, 7.79 percent over the past three years, 15.55 percent over the past five years, and 6.76 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 11.6%
1 Year 10.9%
3 Years (Annualized) 7.8%
5 Years (Annualized) 15.6%
10 Years (Annualized) 6.8%

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Summary

The investment seeks current income and, secondarily, capital appreciation. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in the securities of issuers principally engaged in the real estate industry and other real-estate related investments. It may invest up to 30% of its net assets in below-investment grade securities (commonly known as "junk bonds") of real estate and real-estate related issuers.

Fees

Fees are High compared to funds in the same category.
Invesco Global Real Estate Income Fund has an expense ratio of 2.01 percent.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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