Invesco Real Estate Fund Quote
| REINX Fund | USD 16.77 0.01 0.06% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Invesco Real is trading at 16.77 as of the 19th of January 2025; that is 0.06 percent down since the beginning of the trading day. The fund's open price was 16.78. Invesco Real has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 19th of January 2025. Click here to learn more.
The fund invests, under normal circumstances, at least 80 percent of its net assets 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. More on Invesco Real Estate
Moving together with Invesco Mutual Fund
| 0.82 | O | Realty Income | PairCorr |
| 0.92 | FR | First Industrial Realty | PairCorr |
| 0.77 | HR | Healthcare Realty Trust | PairCorr |
| 0.89 | KW | Kennedy Wilson Holdings | PairCorr |
Moving against Invesco Mutual Fund
Invesco Mutual Fund Highlights
| Thematic Idea | Realty Funds (View all Themes) |
| Fund Concentration | Invesco Funds, Large Funds, Real Estate Funds, Realty Funds, Real Estate, Invesco (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of June 2023 |
| Fiscal Year End | February |
Invesco Real Estate [REINX] is traded in USA and was established 19th of January 2025. Invesco Real is listed under Invesco category by Fama And French industry classification. The fund is listed under Real Estate category and is part of Invesco family. The entity is thematically classified as Realty Funds. This fund at this time has accumulated 1.34 B in assets with no minimum investment requirementsInvesco Real Estate is currently producing year-to-date (YTD) return of 0.42% with the current yeild of 0.02%, while the total return for the last 3 years was -5.47%.
Check Invesco Real Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Invesco Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Invesco Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Invesco Real Estate Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Invesco Real Estate Mutual Fund Constituents
| MAA | Mid America Apartment Communities | Stock | Real Estate | |
| HPP | Hudson Pacific Properties | Stock | Real Estate | |
| HCP | Hashicorp | Stock | Information Technology | |
| WY | Weyerhaeuser | Stock | Real Estate | |
| ADC | Agree Realty | Stock | Real Estate | |
| WELL | Welltower | Stock | Real Estate | |
| VTR | Ventas Inc | Stock | Real Estate | |
| VNO | Vornado Realty Trust | Stock | Real Estate |
Invesco Real Estate Risk Profiles
| Mean Deviation | 0.8862 | |||
| Standard Deviation | 1.12 | |||
| Variance | 1.25 | |||
| Risk Adjusted Performance | (0.08) |
Invesco Real Against Markets
Other Information on Investing in Invesco Mutual Fund
Invesco Real financial ratios help investors to determine whether Invesco Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Invesco with respect to the benefits of owning Invesco Real security.
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