Invesco Active US Real Estate (PSR)
88.31
+0.92
(+1.05%)
USD |
NYSEARCA |
Mar 28, 16:00
88.31
0.00 (0.00%)
After-Hours: 20:00
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.35% | -0.05% | 69.95M | 4779.97 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
3.08% | 51.00% | -50.22M | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks high total return through growth of capital and current income. The fund invests normally at least 80% of its assets in securities of companies that are principally engaged in the U.S. real estate industry and included within the FTSE NAREIT All Equity REITs Index. It also may invest in real estate operating companies ("REOCs"), as well as securities of other companies principally engaged in the U.S. real estate industry. REOCs are similar to REITs, except that REOCs reinvest their earnings into the business, rather than distributing them to unitholders like REITs. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Mid Cap/Blend |
Fixed Income Style | -- |
Broad Asset Class | Sector Equity |
Broad Category | Equity |
Category Name | Real Estate |
Category Index | S&P United States REIT TR USD |
Global Category Name | Real Estate Sector Equity |
YCharts Categorization | Real Estate Equity |
YCharts Benchmark | S&P 1500 Real Estate (Sector) Total Return (^SP15RESTR) |
Prospectus Objective | Specialty - Real Estate |
Fund Owner Firm Name | Invesco |
Prospectus Benchmark Index | |
FTSE Nareit All Equity REITs TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^MSWNTR | 100.0% |
Manager Tenure | |
Ping-Ying Wang | 15.29 yrs |
Darin Turner | 9.01 yrs |
Grant Jackson | 5.98 yrs |
Performance Versus Category
As of March 27, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of March 27, 2024.
Basic Info
Investment Strategy | |
The investment seeks high total return through growth of capital and current income. The fund invests normally at least 80% of its assets in securities of companies that are principally engaged in the U.S. real estate industry and included within the FTSE NAREIT All Equity REITs Index. It also may invest in real estate operating companies ("REOCs"), as well as securities of other companies principally engaged in the U.S. real estate industry. REOCs are similar to REITs, except that REOCs reinvest their earnings into the business, rather than distributing them to unitholders like REITs. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Mid Cap/Blend |
Fixed Income Style | -- |
Broad Asset Class | Sector Equity |
Broad Category | Equity |
Category Name | Real Estate |
Category Index | S&P United States REIT TR USD |
Global Category Name | Real Estate Sector Equity |
YCharts Categorization | Real Estate Equity |
YCharts Benchmark | S&P 1500 Real Estate (Sector) Total Return (^SP15RESTR) |
Prospectus Objective | Specialty - Real Estate |
Fund Owner Firm Name | Invesco |
Prospectus Benchmark Index | |
FTSE Nareit All Equity REITs TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^MSWNTR | 100.0% |
Manager Tenure | |
Ping-Ying Wang | 15.29 yrs |
Darin Turner | 9.01 yrs |
Grant Jackson | 5.98 yrs |