A tough 2020 made it even harder for Invesco Real Estate to distinguish itself in the universe of REIT funds. The fund maintains a Morningstar Analyst Rating of Neutral for all share classes.
Will IARCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IARCX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the IARCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of IARCX’s parent organization’s priorities and whether they’re in line with investors’ interests.