Ivy LaSalle Global Real Estate R (IRERX)

Morningstar®
NAV: $ -0.05
1 Month Total Return: 0.11%
As of 7:05 p.m. EDT on 6/1/2020
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  • Overview
    • Category
      Open-End
    • Net Assets
      $103.83 mil
    • Min. Inv.
      $0
    • 1-Month Total Return
      10.73%
    • Expense Ratio
      1.80%
    • 30-Day SEC Yield
      1.81%
    • TTM Yield
      3.85%
    • Turnover
      91.00%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD-15.19%1Mth10.50%1Yr-7.67%3Yr1.17%5Yr2.21%10Yr6.64%
    % Rank in CatYTD451Mth561Yr693Yr645Yr8310Yrn/a
    # of Funds in CatYTD2161Mth2161Yr2153Yr1935Yr16610Yr107
  • 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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