- What does ORECX invest in?
- The Invesco Oppenheimer Real Estate Fund Class C is designed with the primary goal of delivering substantial overall financial gains. To achieve this, it commits at least 80% of its available capital (which includes any funds obtained through borrowing) to equity investments, such as common shares, in businesses focused on the real estate market. Additionally, it utilizes derivative contracts and other financial tools whose economic performance closely mirrors that of real estate securities. The fund's management defines a real estate company as an entity that generates at least half of its income from, or dedicates at least half of its total assets to, activities like the development, acquisition, funding, operation, or sale of commercial, industrial, or residential properties. It is important to note that this fund maintains a non-diversified investment approach.
- What is the expense ratio of ORECX?
- An expense ratio for Invesco Oppenheimer Real Estate Fund Class C (ORECX) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.
- How big is ORECX?
- Invesco Oppenheimer Real Estate Fund Class C (ORECX) manages $676.9M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is ORECX actively managed or an index fund?
- ORECX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was ORECX launched?
- Invesco Oppenheimer Real Estate Fund Class C (ORECX) launched in September 2003 and is managed by Invesco.
- How has ORECX performed?
- ORECX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
