Ivy Securian Real Estate Securities Y (IRSYX)

Morningstar®
NAV: $ -0.26
1 Month Total Return: 1.01%
As of 7:05 p.m. EDT on 9/16/2019
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  • Overview
    • Category
      Open-End
    • Net Assets
      $432.56 mil
    • Min. Inv.
      $0
    • 1-Month Total Return
      1.28%
    • Expense Ratio
      1.28%
    • 30-Day SEC Yield
      1.23%
    • TTM Yield
      1.33%
    • Turnover
      69.00%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD23.46%1Mth1.27%1Yr12.20%3Yr7.29%5Yr8.42%10Yr12.30%
    % Rank in CatYTD861Mth591Yr783Yr805Yr5710Yr70
    # of Funds in CatYTD2621Mth2751Yr2583Yr2225Yr19710Yr135
  • Fund information

    Name of Issuer

    Ivy Funds
    www.ivyfunds.com

    Fund Inception

    12/8/2003

    Fund Managers

    • Lowell Bolken
    • Matthew Richmond
    • Joshua Klaetsch

    Primary Perspective Benchmark

    • FTSE NAREIT Equity REITs TR USD
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