Invesco Active U.S. Real Estate Fund
89.32USDR
−0.20−0.23%
At close at Apr 25, 20:10 GMT
USD
No trades
Key stats
About Invesco Active U.S. Real Estate Fund
Home page
Inception date
Nov 20, 2008
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Ordinary income
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Invesco Capital Management LLC
Distributor
Invesco Distributors, Inc.
PSR is actively managed to provide exposure to US real estate companies whose majority of assets and revenues are related to ownership, leasing, management, construction, financing or sale of US real estate. In constructing the portfolio, the fund uses proprietary quantitative and statistical metrics to identify attractively priced securities from the broad FTSE REITs index. PSR manages risk by reducing a security position if there are significant changes in its relative valuation, risk/return profile, fundamentals or when more attractive investment opportunity is identified. The fund may also hold portion of its assets in cash or cash equivalents as part of its temporary defensive position during adverse market condition. PSRs sub-adviser conducts security and portfolio evaluation process monthly.
Classification
What's in the fund
Exposure type
Finance
Stock breakdown by region
Top 10 holdings
Symbol
Assets
Symbol
Assets
A
American Tower CorporationAMT
7.98%
D
Digital Realty Trust, Inc.DLR
7.87%
W
Welltower Inc.WELL
7.83%
E
Equinix, Inc.EQIX
4.50%
D
Healthpeak Properties, Inc.DOC
4.18%
C
CubeSmartCUBE
3.72%
E
EastGroup Properties, Inc.EGP
3.66%
B
Brixmor Property Group, Inc.BRX
3.64%
S
Simon Property Group, Inc.SPG
3.57%
G
Gaming and Leisure Properties, Inc.GLPI
3.44%
Top 10 weight50.38%
35 total holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
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Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.