Ivy LaSalle Global Real Estate R (IRERX)

Morningstar®
NAV: $0.02
1 Month Total Return: 3.78%
As of 7:05 p.m. EST on 1/22/2020
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  • Overview
    • Category
      Open-End
    • Net Assets
      $141.76 mil
    • Min. Inv.
      $0
    • 1-Month Total Return
      4.16%
    • Expense Ratio
      1.80%
    • 30-Day SEC Yield
      0.64%
    • TTM Yield
      3.09%
    • Turnover
      91.00%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD1.70%1Mth3.58%1Yr18.31%3Yr9.77%5Yr5.32%10Yr8.71%
    % Rank in CatYTD281Mth391Yr793Yr875Yr9710Yrn/a
    # of Funds in CatYTD2261Mth2261Yr2253Yr2005Yr17010Yr111
  • Fund information

    Name of Issuer

    Ivy Funds
    www.ivyfunds.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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