Ivy LaSalle Global Real Estate R (IRERX)

Morningstar®
NAV: $ -0.11
1 Month Total Return: -3.30%
As of 7:05 p.m. EDT on 10/19/2020
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  • Overview
    • Category
      Open-End
    • Net Assets
      $100.41 mil
    • Min. Inv.
      $0
    • 1-Month Total Return
      -1.80%
    • Expense Ratio
      1.80%
    • 30-Day SEC Yield
      1.04%
    • TTM Yield
      2.36%
    • Turnover
      88.00%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD-15.18%1Mth-1.34%1Yr-14.14%3Yr0.35%5Yr2.40%10Yr4.80%
    % Rank in CatYTD581Mth731Yr573Yr635Yr8610Yrn/a
    # of Funds in CatYTD2021Mth2021Yr2023Yr1825Yr16410Yr97
  • 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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