Ivy Securian Real Estate Securities R (IRSRX)

Morningstar®
NAV: $ -0.12
1 Month Total Return: 6.41%
As of 6:05 p.m. EST on 12/3/2020
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  • Overview
    • Category
      Open-End
    • Net Assets
      $301.11 mil
    • Min. Inv.
      $0
    • 1-Month Total Return
      6.41%
    • Expense Ratio
      1.69%
    • 30-Day SEC Yield
      0.92%
    • TTM Yield
      0.91%
    • Turnover
      59.00%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD-7.25%1Mth8.56%1Yr-5.95%3Yr3.01%5Yr5.03%10Yr7.98%
    % Rank in CatYTD321Mth691Yr343Yr545Yr6810Yr67
    # of Funds in CatYTD2521Mth2551Yr2523Yr2245Yr20110Yr142
  • Fund information

    Name of Issuer

    Ivy Funds
    www.ivyinvestments.com

    Fund Inception

    12/29/2005

    Fund Managers

    • Lowell Bolken
    • Matthew Richmond
    • Joshua Klaetsch

    Primary Perspective Benchmark

    • FTSE NAREIT Equity REITs TR USD
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