Ivy Securian Real Estate Securities I (IREIX)

Morningstar®
NAV: $0.00
1 Month Total Return: 2.98%
As of 7:05 p.m. EDT on 10/11/2019
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  • Overview
    • Category
      Open-End
    • Net Assets
      $437.75 mil
    • Min. Inv.
      $0
    • 1-Month Total Return
      2.58%
    • Expense Ratio
      1.07%
    • 30-Day SEC Yield
      1.44%
    • TTM Yield
      1.54%
    • Turnover
      69.00%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD26.48%1Mth1.87%1Yr24.24%3Yr9.07%5Yr8.93%10Yr12.15%
    % Rank in CatYTD741Mth241Yr633Yr685Yr5310Yr60
    # of Funds in CatYTD2631Mth2761Yr2613Yr2245Yr20010Yr137
  • Fund information

    Name of Issuer

    Ivy Funds
    www.ivyfunds.com

    Fund Inception

    4/2/2007

    Fund Managers

    • Lowell Bolken
    • Matthew Richmond
    • Joshua Klaetsch

    Primary Perspective Benchmark

    • FTSE NAREIT Equity REITs TR USD
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