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Upturn AI SWOT - About
Invesco Active U.S. Real Estate Fund (PSR)
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Upturn Advisory Summary
10/24/2025: PSR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -7.51% | Avg. Invested days 40 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.1 | 52 Weeks Range 79.83 - 98.03 | Updated Date 06/29/2025 |
52 Weeks Range 79.83 - 98.03 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco Active U.S. Real Estate Fund
ETF Overview
Overview
The Invesco Active U.S. Real Estate Fund is an actively managed ETF that seeks to provide current income and long-term capital appreciation by investing primarily in U.S. real estate securities. It focuses on selecting securities believed to have the potential for growth and income.
Reputation and Reliability
Invesco is a well-established global investment management firm with a long track record and strong reputation.
Management Expertise
Invesco has a dedicated real estate investment team with significant experience in analyzing and managing real estate securities.
Investment Objective
Goal
Seeks current income and long-term capital appreciation.
Investment Approach and Strategy
Strategy: The fund employs an active management strategy, selecting securities based on fundamental research and analysis.
Composition Primarily invests in equity securities of REITs and other real estate companies.
Market Position
Market Share: Data Unavailable
Total Net Assets (AUM): Data Unavailable
Competitors
Key Competitors
- VNQ
- SCHH
- REM
Competitive Landscape
The competitive landscape is diverse, with numerous REIT ETFs available. The Invesco Active U.S. Real Estate Fund's active management approach differentiates it from passively managed index funds. A potential advantage is outperformance through security selection; a disadvantage is higher expense ratios.
Financial Performance
Historical Performance: Data Unavailable
Benchmark Comparison: Data Unavailable
Expense Ratio: Data Unavailable
Liquidity
Average Trading Volume
Data Unavailable
Bid-Ask Spread
Data Unavailable
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and real estate market trends significantly influence the fund's performance.
Growth Trajectory
Data Unavailable
Moat and Competitive Advantages
Competitive Edge
The fund's active management strategy provides a competitive edge by allowing the investment team to adjust the portfolio based on market conditions and specific security analysis. This approach offers the potential to outperform passive index funds. The ability to identify undervalued or mispriced securities can generate alpha. However, active management also carries the risk of underperformance and higher fees.
Risk Analysis
Volatility
Volatility is tied to the fluctuations in the real estate market and broader economic conditions.
Market Risk
The fund is subject to market risk, including interest rate risk, property-specific risks, and economic downturns affecting the real estate sector.
Investor Profile
Ideal Investor Profile
Investors seeking income and long-term capital appreciation through real estate exposure, and who are comfortable with active management and potential market fluctuations.
Market Risk
Suitable for long-term investors seeking diversification and income, but not for those with a very short time horizon or high risk aversion.
Summary
The Invesco Active U.S. Real Estate Fund offers exposure to the U.S. real estate market through an actively managed portfolio. It aims for current income and long-term capital appreciation by investing in REITs and other real estate companies. Active management allows for potential outperformance, but also entails higher fees and the risk of underperforming its benchmark. Investors should consider their risk tolerance and investment horizon before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco.com
- SEC Filings
- Third-party ETF data providers (e.g., Morningstar) - If available.
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Actual performance may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco Active U.S. Real Estate Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests normally at least 80% of its assets in securities of companies that are principally engaged in the U.S. real estate industry and included within the FTSE NAREIT All Equity REITs Index. It also may invest in real estate operating companies (REOCs), as well as securities of other companies principally engaged in the U.S. real estate industry. REOCs are similar to REITs, except that REOCs reinvest their earnings into the business, rather than distributing them to unitholders like REITs. The fund is non-diversified.
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