Ivy Securian Real Estate Securities R (IRSRX)

Morningstar®
NAV: $0.20
1 Month Total Return: 5.18%
As of 6:05 p.m. EST on 1/24/2020
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  • Overview
    • Category
      Open-End
    • Net Assets
      $422.85 mil
    • Min. Inv.
      $0
    • 1-Month Total Return
      4.79%
    • Expense Ratio
      1.64%
    • 30-Day SEC Yield
      0.78%
    • TTM Yield
      1.10%
    • Turnover
      69.00%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD2.63%1Mth4.26%1Yr22.88%3Yr8.77%5Yr5.89%10Yr12.10%
    % Rank in CatYTD351Mth301Yr613Yr805Yr8310Yr79
    # of Funds in CatYTD2691Mth2691Yr2563Yr2215Yr19710Yr136
  • Fund information

    Name of Issuer

    Ivy Funds
    www.ivyfunds.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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