Invesco Real Estate FundIARIX
Type
Mutual fund
Peer group
US equity: Real Estate
Net assets
$697.8M
Expense ratio
0.89%
1-year return
+5.2%
3 years, a year
+5.9%
5 years, a year
+4.9%
Holdings
38
What it aims to do.
The Funds investment objective is total return through growth of capital and current income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| WELL Welltower Inc. | 9.15% |
| PLD Prologis, Inc. | 7.76% |
| DLR Digital Realty Trust, Inc. | 6.18% |
| EQIX Equinix, Inc. | 5.58% |
| AMT American Tower Corp. | 5.54% |
| SPG Simon Property Group, Inc. | 5.01% |
| EXR Extra Space Storage Inc. | 4.01% |
| CCI Crown Castle Inc. | 3.70% |
| WPC W.P. Carey Inc. | 3.48% |
| IRM Iron Mountain Inc. | 3.42% |
More on IARIX.
- IARIX overview
- IARIX holdings
- IARIX risk
- IARIX costs
- IARIX money in and out
- IARIX share classes
- Compare IARIX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.