4 / 5 Stars
Zacks Investment Research
Standard & Poor's
2 / 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 2.74 percent over the past year, 7.43 percent over the past three years, 20.94 percent over the past five years, and 6.37 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||5.1%|
|3 Years (Annualized)||7.4%|
|5 Years (Annualized)||20.9%|
|10 Years (Annualized)||6.4%|
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 are Above Average compared to funds in the same category.
Invesco Global Real Estate Income Fund has an expense ratio of 0.86 percent.
Risk is Low compared to funds in the same category according to Morningstar.