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15 important things you should know about Invesco IARCX mutual fund

Updated: September 28, 2020
N/A
Bull Case
  • No Bull case arguments for now!
Bear Case
  • Low net assets
  • 3-year return below the benchmark
  • 5-year return below the benchmark
  • 10-year return below the benchmark
  • 15-year return below the benchmark
  • High expense ratio
  • Sales load and/or distribution fees

Before we start: if you’re looking for IARCX “stock” price, you can quickly find it out by visiting Finny and typing "IARCX quote". If you’re looking for a quick scoop on IARCX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "IARCX". You’ll get all this info in one place.

Are you looking to buy or sell IARCX? Or perhaps you’re looking for IARCX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this IARCX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: IARCX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: IARCX buy or sell; the pros and cons of investing in IARCX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to IARCX.

And here is the list of questions we’ll answer:

  1. Describe AIM Investment Securities Funds (Invesco Investment Securities Funds): Invesco Real Estate Fund; Class C Shs (IARCX).
  2. What are IARCX holdings?
  3. What is IARCX performance? What are IARCX historical returns?
  4. How many up and down years did IARCX have historically?
  5. What is IARCX dividend yield?
  6. What is IARCX minimum initial investment amount?
  7. What is IARCX expense ratio?
  8. Does IARCX have any sales loads or 12b-1 distribution expenses?
  9. What is IARCX tax efficiency (tax-cost ratio)?
  10. What is IARCX beta? How would you assess IARCX risk?
  11. What is IARCX Sharpe ratio?
  12. What is IARCX Finny Score? IARCX buy or sell?
  13. What are the pros of investing in IARCX? What are IARCX buy reasons?
  14. What are the cons of investing in IARCX? What are IARCX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe AIM Investment Securities Funds (Invesco Investment Securities Funds): Invesco Real Estate Fund; Class C Shs (IARCX).

The Fund seeks high total return through growth of capital and current income. The Fund will invest, at least 80% of its assets in securities of real estate and real estate-related companies, including real estate investment trusts. The principal type of securities purchased by the Fund is common stock.

2. What are IARCX top holdings?

IARCX has 58 stock holdings and 0 bond holdings.

The top 10 holdings represent 48.35% of total assets. Here are the top holdings:

Name Symbol % Assets
American Tower Corp AMT 10.88%
Crown Castle International Corp CCI 8.39%
Equinix Inc EQIX 5.24%
Boston Properties Inc BXP 4.56%
Invitation Homes Inc INVH 4.12%
UDR Inc UDR 3.79%
Prologis Inc PLD 3.24%
Healthpeak Properties Inc PEAK 2.79%
Sun Communities Inc SUI 2.69%
Agree Realty Corp ADC 2.65%

3. What is IARCX performance? What are IARCX historical returns?

IARCX has generated the following returns:

  • 1-month return is -4.29%;
  • 3-month return is -3.91%;
  • 1-year return is -16.56%;
  • 3-year return is 0.53%;
  • 5-year return is 3.26%;
  • 10-year return is 6.39%;
  • 15-year return is 5.27%.

4. How many up and down years did IARCX have historically?

In the last 10 years, IARCX had 9 up years and 1 down year.

IARCX up and down years

5. What is IARCX dividend yield?

IARCX yield is 0.82%.

6. What is IARCX minimum initial investment amount?

IARCX minimum initial investment amount is $1.00K.

7. What is IARCX expense ratio?

IARCX expense ratio is 2.02%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

IARCX expenses

8. Does IARCX have any sales loads or 12b-1 distribution expenses?

IARCX 12b-1 distribution fee is 1. IARCX front-end sales load is 0. IARCX back-end sales load is 1.

9. What is IARCX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 3.62%;
  • 3-year ax cost ratio is 2.14%.
IARCX tax costs

10. What is IARCX beta? How would you assess IARCX risk?

  • 3-year beta is 0.78;
  • 5-year beta is 0.78;
  • 10-year beta is 0.75.
IARCX Beta

11. What is IARCX Sharpe ratio?

  • 3-year Sharpe ratio is 0.08;
  • 5-year Sharpe ratio is 0.27;
  • 10-year Sharpe ratio is 0.55.
IARCX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 0. Our quantitative analysis shows 0 reasons to buy and 7 reasons to sell it, resulting in the Finny Score of 0.

13. What are the pros of investing in IARCX? What are IARCX buy reasons?

We don't see any strong reasons to buy IARCX.

14. What are the cons of investing in IARCX? What are IARCX negatives?

The following are IARCX weaknesses from our perspective:

  • <strong>IARCX net assets</strong> are $30.90 million. This fund is not a popular choice with retail investors.
  • <strong>IARCX 3-year return</strong> is 0.53%, which is lower than the 3-year return of the benchmark index (FTSE Nareit All Equity REITs TR USD), 2.73%.
  • <strong>IARCX 5-year return</strong> is 3.26%, which is lower than the 5-year return of the benchmark index (FTSE Nareit All Equity REITs TR USD), 5.86%.
  • <strong>IARCX 10-year return</strong> is 6.39%, which is lower than the 10-year return of the benchmark index (FTSE Nareit All Equity REITs TR USD), 8.7%.
  • <strong>IARCX 15-year return</strong> is 5.27%, which is lower than the 15-year return of the benchmark index (FTSE Nareit All Equity REITs TR USD), 6.75%.
  • <strong>IARCX expense ratio</strong> is 2.02%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • Warning: this fund has a 12b1 and deferred sales fee. The maximum 12b1 fee is 1%, while the maximum deferred sales load is 1%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. Deferred sales load is a back-end sales charge and is imposed when an investor redeems shares.
In the IARCX review, we covered IARCX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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