Ivy Securian Real Estate Securities A (IRSAX)

Morningstar®
NAV: $0.01
1 Month Total Return: 0.44%
As of 6:05 p.m. EDT on 8/14/2019
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  • Overview
    • Category
      Open-End
    • Net Assets
      $424.69 mil
    • Min. Inv.
      $750
    • 1-Month Total Return
      3.50%
    • Expense Ratio
      1.44%
    • 30-Day SEC Yield
      1.02%
    • TTM Yield
      1.24%
    • Turnover
      69.00%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD22.50%1Mth3.32%1Yr11.02%3Yr5.64%5Yr7.31%10Yr12.88%
    % Rank in CatYTD791Mth481Yr683Yr815Yr6210Yr80
    # of Funds in CatYTD2671Mth2771Yr2613Yr2265Yr20110Yr139
  • 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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