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IGREX Invesco Global Real Estate R5

2 lower fee alternatives found

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Fund IGREX Invesco Global Real Estate R5 RWO SPDR® Dow Jones Global Real Estate ETF FFR First Trust FTSE EN Dev Mkts Rel Est ETF  
100% 87% 94%
Annual Fees
(0.91% Exp. Ratio)
(0.50% Exp. Ratio)
(0.60% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$39,264.06 $44,441.91 $43,121.30
Est. savings over 30 yrs +$5,177.86 +$3,857.24
As of 9/30/16
1 YR RETURN 12.51%
3 YR 7.04%
5 YR 12.05%
10 YR 3.55%
1 YR RETURN 13.80%
3 YR 9.01%
5 YR 12.61%
10 YR --
1 YR RETURN 14.97%
3 YR 7.81%
5 YR 12.44%
10 YR --
The investment seeks total return through growth of capital and current income. The fund normally invests 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 invests primarily in real estate investment trusts (REITs) and equity securities (including common and preferred stock, and convertible securities) of domestic and foreign issuers. The fund will provide exposure to investments that are economically tied to at least three different countries, including the U.S.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Dow Jones Global Select Real Estate Securities Indexsm based upon the global real estate market. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in American Depositary Receipts ("ADRs") or Global Depositary Receipts ("GDRs") based on securities comprising the index. The index is a float-adjusted market capitalization index designed to measure the performance of publicly traded global real estate securities. The fund is non-diversified.
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the FTSE EPRA/NAREIT Developed Index. The fund will normally invest at least 90% of its net assets (plus the amount of any borrowings for investment purposes) in common stocks or in depositary receipts representing securities in the index. The index is modified market cap weighted based on free float market capitalization and tracks the performance of listed real estate companies or real estate investment trusts ("REITs") in North America, Europe and Asia.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Yes, funds and ETFs charge fees

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