AGREX Rating, Research - Invesco Global Real Estate A

Invesco Global Real Estate A (agrex)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 22

Threats + Weaknesses = 12

When strengths & opportunities substantially exceed threats & weaknesses an investment in the agrex mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Invesco Global Real Estate A (AGREX) Description: AGREX is a mutual fund, which is an investment that owns a basket of assets. The AGREX mutual fund was provided by Invesco and this investment vehicle derives the majority of its value from equity holdings (stocks). Invescos mutual fund has a medium management tenure and is in the average fund size classification. AGREXs minimum initial investment amount is $1000 while the IRA minimum is $250. AGREXs expense ratio is roughly 1%. The latest AGREXs front end load was 6% and the back end load was 0%. The Invesco Global Real Estate A (AGREX) mutual fund falls under the global real estate category. AGREX focuses its investments in EU and USA and AGREX is focused on the financial industry or fund sector. The Invesco Global Real Estate A (AGREX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find AGREXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of AGREXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks total return through growth of capital and current income. The fund invests at least 80% of net assets (plus borrowings for investment purposes) in securities of real estate and real estate-related issuers. It invests primarily in equity securities (see equity research) but may also invest in debt securities including U.S. Treasury and agency bonds and notes. The fund may invest in equity and debt securities of companies unrelated to the real estate industry that the portfolio managers believe are undervalued and have potential for growth of capital.

Management Analysis Update

Performance Analysis Update