Ivy Securian Real Estate Securities I (IREIX)

Morningstar®
NAV: $ -0.40
1 Month Total Return: 2.88%
As of 6:05 p.m. EST on 2/25/2020
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  • Overview
    • Category
      Open-End
    • Net Assets
      $425.94 mil
    • Min. Inv.
      $0
    • 1-Month Total Return
      0.08%
    • Expense Ratio
      1.07%
    • 30-Day SEC Yield
      1.35%
    • TTM Yield
      1.60%
    • Turnover
      69.00%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD2.26%1Mth-0.34%1Yr15.41%3Yr7.95%5Yr6.66%10Yr11.57%
    % Rank in CatYTD321Mth351Yr603Yr585Yr5910Yr59
    # of Funds in CatYTD2511Mth2511Yr2403Yr2155Yr19210Yr131
  • 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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