IARAX Rating, Research - Invesco Real Estate A

Invesco Real Estate A (iarax)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands

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Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 55

Threats + Weaknesses = 26

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

Fund Management Team

Bill Gates

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital and current income. The fund normally invests at least 65% of assets in equity securities (see equity research). At least 90% of these securities may produce dividend or interest income to the fund, and at least 65% may be issued by companies with stock market capitalizations of less than $2.5 billion at the time of investment. The fund may invest up to 25% of assets in the securities of foreign issuers.


Management Analysis Update

The iarax fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors. Invesco Real Estate A has a consistent strategy that will help it to outperform in the future.


Performance Analysis Update