Ivy Securian Real Estate Securities I (IREIX)

Morningstar®
NAV: $ -0.17
1 Month Total Return: 0.05%
As of 7:05 p.m. EDT on 6/1/2020
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  • Overview
    • Category
      Open-End
    • Net Assets
      $329.70 mil
    • Min. Inv.
      $0
    • 1-Month Total Return
      10.30%
    • Expense Ratio
      1.07%
    • 30-Day SEC Yield
      1.84%
    • TTM Yield
      1.80%
    • Turnover
      69.00%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD-13.99%1Mth11.95%1Yr-5.84%3Yr1.89%5Yr3.99%10Yr9.24%
    % Rank in CatYTD201Mth741Yr203Yr445Yr4510Yr52
    # of Funds in CatYTD2501Mth2521Yr2453Yr2245Yr19910Yr136
  • 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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