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IARIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$16.66
Change
+$0.26 (+1.59%)
Net Assets
886.6M

IARIX Invesco Real Estate R5 Forecast, Technical & Fundamental Analysis

Category RealEstate
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are PROLOGIS (NYSE:PLD), American Tower Corp (NYSE:AMT).

Industry description

The investment seeks total return through growth of capital and current income. The fund invests, under normal circumstances, 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 may also invest in debt securities, including corporate debt obligations and commercial mortgage-backed securities. The fund may invest up to 10% of its net assets in non-investment grade debt securities (commonly known as "junk bonds") of real estate and real estate-related issuers.

Market Cap

The average market capitalization across the Invesco Real Estate R5 MF is 48.7B. The market cap for tickers in the group ranges from 10.86B to 120.46B. PLD holds the highest valuation in this group at 120.46B. The lowest valued company is REXR at 10.86B.

Volume

The average weekly volume growth across all stocks in the Invesco Real Estate R5 MF was 245%. For the same stocks of the MF, the average monthly volume growth was 300% and the average quarterly volume growth was 32%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 82
P/E Growth Rating: 60
Price Growth Rating: 57
SMR Rating: 78
Profit Risk Rating: 65
Seasonality Score: 20 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category RealEstate

Profile
Fundamentals
Details
Category
Real Estate
Address
AIM Investment Securities Funds (Invesco Investment Securities Funds11 Greenway Plaza,Suite 100Houston
Phone
N/A
Web
www.invesco.com/us
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IARIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, IARIX has been closely correlated with CSEIX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if IARIX jumps, then CSEIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IARIX
1D Price
Change %
IARIX100%
+1.59%
CSEIX - IARIX
98%
Closely correlated
+1.53%
VGSLX - IARIX
98%
Closely correlated
+1.72%
VGSIX - IARIX
98%
Closely correlated
+1.71%
CIRRX - IARIX
98%
Closely correlated
+1.48%
VRTPX - IARIX
98%
Closely correlated
+1.71%
More