Ivy Securian Real Estate Securities Y (IRSYX)

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
      7.90%
    • Expense Ratio
      1.28%
    • 30-Day SEC Yield
      1.90%
    • TTM Yield
      1.57%
    • Turnover
      69.00%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD-15.95%1Mth8.33%1Yr-7.93%3Yr0.89%5Yr3.12%10Yr8.34%
    % Rank in CatYTD171Mth601Yr253Yr455Yr5010Yr56
    # of Funds in CatYTD2591Mth2621Yr2543Yr2255Yr19710Yr136
  • Fund information

    Name of Issuer

    Ivy Funds
    www.ivyinvestments.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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