3 / 5 Stars
3 2 2 3 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#27 in Real Estate
U.S. News evaluated 72 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 6.15 percent over the past year, 8.57 percent over the past three years, 26.24 percent over the past five years, and 8.99 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||7.7%|
|3 Years (Annualized)||8.6%|
|5 Years (Annualized)||26.2%|
|10 Years (Annualized)||9.0%|
The investment seeks total return through growth of capital and current income. The fund invests, under normal circumstances, at least 80% of its 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 may also invest in debt securities, including corporate debt obligations and commercial mortgage-backed securities. The fund may invest up to 10% of its net assets in non-investment grade debt 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 Real Estate Fund has an expense ratio of 1.25 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.