Ivy Securian Real Estate Securities R (IRSRX)

Morningstar®
NAV: $ -0.17
1 Month Total Return: 0.00%
As of 7:05 p.m. EDT on 6/1/2020
  • Overview
    • Category
      Open-End
    • Net Assets
      $329.70 mil
    • Min. Inv.
      $0
    • 1-Month Total Return
      11.15%
    • Expense Ratio
      1.64%
    • 30-Day SEC Yield
      1.24%
    • TTM Yield
      1.19%
    • Turnover
      69.00%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD-13.05%1Mth12.07%1Yr-4.94%3Yr2.07%5Yr4.07%10Yr8.77%
    % Rank in CatYTD221Mth721Yr333Yr535Yr5410Yr68
    # of Funds in CatYTD2571Mth2601Yr2523Yr2235Yr19810Yr134
  • Fund information

    Name of Issuer

    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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