|
As you consider your real estate mutual fund and REIT investments, it is important to take a closer look at many of the offerings out there. This article will focus on Aim Real Estate Inv (REINX).
Fund Profile
Aim Real Estate Inv is a member of the Invesco Aim family of funds.
Fund Performance and Ratings
Top ratings have been bestowed to the Aim Real Estate Inv real estate mutual fund. It has been given the Morningstar 5-star rating as well as a below average risk and above average return rating.
Where Does It Invest?
There are some specific rules when it comes to the investing of the assets in Aim Real Estate Inv real estate mutual fund. At least 80 percent of all assets are put in real estate and companies that are real estate related. Of that, at least 50% of all assets will be those that relate to building, owning and managing, or selling commercial, residential and industrial real estate offerings. Additionally, up to 10 percent of the funds assets may be put into debt securities that are non-investment grade.
Who's in Charge?
Managing the Aim Real Estate Inv mutual fund is Paul Curbo. Curbo has been with Invesco since 1998. Not only does he manage the Aim Real Estate Inv fund, but he has also been put in the top decision making role for many of the other funds in the Aim family.
How Does it Choose Investments?
For the most part the Aim Real Estate Inv fund is focused on middle sized blended stocks that offer both value and growth.
What's in the Portfolio?
Among some of the top offerings in this REIT are Simon Property Group, Boston Properties Inc, Nationwide Health Properties, Inc. and Host Hotels & Resorts, Inc.
Adding To Your Portfolio
When considering whether to add this fund to your portfolio, there are a couple of things to think about. First, you need to know there are generally two reasons that people choose to put their investment dollars into real estate mutual funds. The first reason is that it is a more solid market. While all markets carry risk, purchasing real estate mutual funds offers some sense of stability as it is all built on the grounding of a tangible asset – real estate.
Additionally, purchasing a real estate mutual fund not only offers you one stock option, but a number of options that are all in the single fund portfolio. Instead of just putting your money behind one real estate related company, you are taking part in a portfolio of real estate holdings that could have 20, 40 or more companies and interests represented. Again, this offers even more stability as while some may have a bad day, others should still hold strong, keeping the fund performing well overall.
When you are ready to buy, look for a broker that is able to handle your specific needs. In this market that broker is REITBuyer.com. REITBuyer.com is the first and only online brokerage that specializes in REITs and real estate mutual funds.
|