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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 Select Real Estate Income A (ASRAX).
Fund Profile
Aim Select Real Estate Income A is a member of the Invesco Aim family of funds and is comprised of 30 stocks holdings and 16 bond holdings.
Fund Performance and Ratings
When it comes to ratings, it really doesn't get much better than Aim Select Real Estate Income A. It currently has a 5-star designation from Morningstar with a low risk and above average to high return expectancy. In 2008, Aim Select Real Estate Income A spent a good portion of the year performing in the top 10% of its field.
Where Does It Invest?
All of the holdings in the Aim Select Real Estate Income A portfolio are in the financial services real estate sector with holdings in both stocks and bonds. The total holdings of the fund are worth 60 million dollars.
Who's in Charge?
Managing Aim Select Real Estate Income A is Paul Curbo. Curbo has been with Invesco since 1998. Aim Select Real Estate Income A is just one of many of the funds in the Invesco family that he manages.
How Does it Choose Investments?
Aim Select Real Estate Income A focuses on value stocks bonds and interests in its portfolio. Over 75% of its stock holdings are in the middle range market and are in the value and blend categories of stocks and bonds.
What's in the Portfolio?
Among the holdings in the Aim Select Real Estate Income A portfolio are Senior Housing Prop Trust, Health Care REIT, Inc., Washington REIT, Liberty Property Trust, Essex Property Trust and Mack-Cali Corporation.
Adding To Your Portfolio
Adding real estate mutual funds, REITs and other real estate investments into your portfolio is simply a matter of wise investing for a couple of reasons. The first reason is that by purchasing into a fund you are purchasing into diversity. Most funds are filled with dozens of real estate interests and real estate related companies. The more diversified your money is, the more secure it is against a bad day or two on the market.
Additionally, many like real estate because it is a more solid market. While there are risks to all markets, real estate mutual funds offer some sense of stability as they are all built on the grounding of a tangible asset – real estate.
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. This means not only can they help you buy and sell the real estate mutual funds and REITs you are interested in, but they also are the pros in the field and can offer you the information, research and news you need to make educated and wise investment decisions.
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