REINX : Invesco Real Estate Fund Investor Class

REINX is a Alternatives Market Real Estate with HIGH fees.

REINX

Invesco Real Estate Fund Investor Class

FI Score

40 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

0 /10

Market Size

8 /10

40% FI Score
  • reinx
  • Mutual Fund
  • Alternatives
  • Real Estate

Invesco Real Estate Fund Investor Class

Expenses: 1.22% (Better than 0% of similar funds)

This is a bad choice for a Real Estate Alternatives fund. See why ยป

Fund Summary

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.

Largest Holdings

Amount Holding
10.88% American Tower Corp
8.39% Crown Castle International Corp
5.24% Equinix Inc
4.56% Boston Properties Inc
4.12% Invitation Homes Inc
3.79% UDR Inc
3.24% Prologis Inc
2.79% Healthpeak Properties Inc
2.69% Sun Communities Inc
2.65% Agree Realty Corp
2.64% Digital Realty Trust Inc
2.60% Hudson Pacific Properties Inc
2.34% VEREIT Inc Class A
2.21% Simon Property Group Inc
2.04% Weyerhaeuser Co
1.94% Federal Realty Investment Trust
1.85% Equity Residential
1.73% Rexford Industrial Realty Inc
1.60% American Homes 4 Rent Class A
1.57% Equity Lifestyle Properties Inc
1.54% CyrusOne Inc
1.54% Ventas Inc
1.45% Essential Properties Realty Trust Inc
1.45% Mid-America Apartment Communities Inc
1.37% Americold Realty Trust

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