Unlock stock picks and a broker-level newsfeed that powers Wall Street.
Nasdaq - Delayed Quote USD

Invesco Global Real Estate R6 (FGREX)

8.60
-0.21
(-2.38%)
At close: 8:00:45 PM EDT
Loading Chart for FGREX
  • Previous Close 8.81
  • YTD Return 4.15%
  • Expense Ratio 0.95%
  • Category Global Real Estate
  • Last Cap Gain -6.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 143.85M
  • Beta (5Y Monthly) 1.04
  • Yield 2.27%
  • 5y Average Return --
  • Holdings Turnover 89.00%
  • Last Dividend 0.06
  • Inception Date Apr 29, 2005

The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) 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 invests primarily in real estate investment trusts (REITs) and equity securities (including common and preferred stock, and convertible securities) of domestic and foreign issuers. The fund will provide exposure to investments that are economically tied to at least three different countries, including the U.S.

Invesco

Fund Family

Global Real Estate

Fund Category

143.85M

Net Assets

2005-04-29

Inception Date

Performance Overview: FGREX

View More

Trailing returns as of 4/2/2025. Category is Global Real Estate.

YTD Return

FGREX
4.15%
Category
14.32%
 

1-Year Return

FGREX
8.43%
Category
32.33%
 

3-Year Return

FGREX
2.58%
Category
7.75%
 

5-Year Return

FGREX
0.06%
Category
6.57%
 

People Also Watch

Holdings: FGREX

View More

Sector Weightings

SectorFGREX
Real Estate   98.86%
Technology   0.00%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%
Healthcare   0.00%

Recent News: FGREX

View More

Research Reports: FGREX

View More

Top Mutual Funds