IARAX Mutual Fund
IARAX Mutual Fund
Invesco Real Estate Fund Class A

IARAX Mutual Fund Overview
IARAX Mutual Fund (Invesco Real Estate Fund Class A) is managed by Invesco (US) with $660.4M in net assets. IARAX expense ratio is 1.25%, holding 38 positions across sectors including Real Estate, Other, Industrials. Inception date: 1996-12-31.
IARAX performance shows a YTD return of 14.32%. The 1-year return is 13.00% and the 5-year return is 1.76%. IARAX dividend yield stands at 5.11%, paid quarterly.
IARAX top holdings include Welltower Inc (9.2%), Prologis Inc (7.8%), Digital Realty Trust Inc. (6.2%), Equinix Inc. Real Estate Investment Trust (5.6%), American Tower Corporation (5.5%). View all IARAX holdings, sector breakdown, or dividend history.
IARAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. IARAX alternatives are available via the screener, along with tax-loss harvesting opportunities.