Ivy LaSalle Global Real Estate I (IRESX)

Morningstar®
NAV: $ -0.04
1 Month Total Return: 1.68%
As of 7:05 p.m. EDT on 5/25/2020
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  • Overview
    • Category
      Open-End
    • Net Assets
      $103.83 mil
    • Min. Inv.
      $0
    • 1-Month Total Return
      3.98%
    • Expense Ratio
      1.05%
    • 30-Day SEC Yield
      1.98%
    • TTM Yield
      4.76%
    • Turnover
      91.00%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD-20.45%1Mth3.29%1Yr-14.49%3Yr-0.41%5Yr0.53%10Yr5.97%
    % Rank in CatYTD441Mth211Yr613Yr525Yr6510Yrn/a
    # of Funds in CatYTD2171Mth2171Yr2163Yr1945Yr16710Yr107
  • Fund information

    Name of Issuer

    Ivy Funds
    www.ivyinvestments.com

    Fund Inception

    4/1/2013

    Fund Managers

    • Matthew Sgrizzi
    • Lisa Kaufman
    • Ben Lentz
    • Paul Meierdierck

    Primary Perspective Benchmark

    • FTSE EPRA Nareit Developed TR USD
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