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 B (AARBX).
Fund Profile
Aim Real Estate B is a member of the Invesco Aim family of funds. The focus of this fund is to purchase stocks of real estate companies and those companies that are real estate related and grow capitol for investors.
Fund Performance and Ratings
With a five-star Morningstar rating, Aim Real Estate B is a heavy hitter in the real estate mutual fund market.
While the current economy has had a negative impact on the fund, as it has the rest of the market, it has not taken the same kind of deadly blow as many of the other similar funds out there. Over the past 5 years, the fund is down 8 percent, most of that coming in the past year of market crashes. Consider how low some other investments have fallen in that same time and you will see that this fund is a strong competitor.
Where Does It Invest?
As assets are brought in, at least 80 percent of the funds go into securities in the real estate field. These could be in real estate holding companies or real estate related companies.
Up to 10 percent of the fund's assets also may be in debt securities of the non-investment-grade variety.
Liking more than just this diversity, the fund also has money in at least three countries at all times. One of those is the United States.
Who's in Charge?
Managing Aim Real Estate B is Paul Curbo. Curbo has been with Invesco since 1998. Not only does he manage the Aim Real Estate B fund, but he has also been put in the top decision making role for many of the other funds throughout the Aim family.
How Does it Choose Investments?
The focus of Aim Real Estate B real estate mutual fund investments is middle sized value and blended stocks. More than ¾ of the companies stock and securities purchases are in this range.
What's in the Portfolio?
Among some of the memorable names in the Aim Real Estate B portfolio are Simon Property Group, Public Storage and Equity Residential.
Adding To Your Portfolio
There are two reasons that many people look into purchasing shares in 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.
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.
About The Author
Robert Shumake's mission is to inform the public about mortgage fraud and real estate scams and to provide tips on how to avoid being a victim. "Sometimes people will commit identity theft to obtain a housing loan, sell someone else's house or take over someone else's property," says Shumake. "It is my goal to inform the public on how to protect themselves from being victims of this crime."
http://reitbuyer.com
http://reitbuyer.com
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