Ivy Securian Real Estate Securities A (IRSAX)

Morningstar®
NAV: $ -0.39
1 Month Total Return: 5.48%
As of 7:05 p.m. EDT on 8/12/2020
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  • Overview
    • Category
      Open-End
    • Net Assets
      $336.31 mil
    • Min. Inv.
      $750
    • 1-Month Total Return
      6.64%
    • Expense Ratio
      1.43%
    • 30-Day SEC Yield
      1.13%
    • TTM Yield
      1.31%
    • Turnover
      59.00%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD-12.16%1Mth5.68%1Yr-8.39%3Yr2.52%5Yr3.93%10Yr8.53%
    % Rank in CatYTD221Mth501Yr243Yr485Yr5910Yr61
    # of Funds in CatYTD2541Mth2571Yr2543Yr2225Yr19610Yr140
  • Fund information

    Name of Issuer

    Ivy Funds
    www.ivyinvestments.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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