Ivy Securian Real Estate Securities I (IREIX)

Morningstar®
NAV: $ -0.02
1 Month Total Return: 6.21%
As of 7:05 p.m. EDT on 8/14/2020
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  • Overview
    • Category
      Open-End
    • Net Assets
      $336.31 mil
    • Min. Inv.
      $0
    • 1-Month Total Return
      5.19%
    • Expense Ratio
      1.08%
    • 30-Day SEC Yield
      1.57%
    • TTM Yield
      1.66%
    • Turnover
      59.00%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD-12.44%1Mth5.53%1Yr-7.17%3Yr1.82%5Yr3.68%10Yr8.63%
    % Rank in CatYTD221Mth471Yr223Yr445Yr5210Yr49
    # of Funds in CatYTD2531Mth2551Yr2533Yr2215Yr19610Yr139
  • Fund information

    Name of Issuer

    Ivy Funds
    www.ivyinvestments.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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