Ivy Securian Real Estate Securities A (IRSAX)

Morningstar®
NAV: $0.23
1 Month Total Return: 4.29%
As of 7:05 p.m. EST on 1/22/2020
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  • Overview
    • Category
      Open-End
    • Net Assets
      $422.85 mil
    • Min. Inv.
      $750
    • 1-Month Total Return
      5.21%
    • Expense Ratio
      1.44%
    • 30-Day SEC Yield
      0.93%
    • TTM Yield
      1.31%
    • Turnover
      69.00%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD2.96%1Mth4.83%1Yr23.53%3Yr8.91%5Yr5.95%10Yr12.14%
    % Rank in CatYTD451Mth351Yr593Yr705Yr7710Yr76
    # of Funds in CatYTD2691Mth2691Yr2563Yr2215Yr19710Yr136
  • Fund information

    Name of Issuer

    Ivy Funds
    www.ivyfunds.com

    Fund Inception

    2/25/1999

    Fund Managers

    • Lowell Bolken
    • Matthew Richmond
    • Joshua Klaetsch

    Primary Perspective Benchmark

    • FTSE NAREIT Equity REITs TR USD
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