Ivy Securian Real Estate Securities Y (IRSYX)

Morningstar®
NAV: $0.23
1 Month Total Return: 4.33%
As of 6:05 p.m. EST on 1/22/2020
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  • Overview
    • Category
      Open-End
    • Net Assets
      $422.85 mil
    • Min. Inv.
      $0
    • 1-Month Total Return
      4.33%
    • Expense Ratio
      1.28%
    • 30-Day SEC Yield
      1.13%
    • TTM Yield
      1.44%
    • Turnover
      69.00%
  • Performance Details
    YTD1Mth1Yr3Yr5Yr10Yr
    Category PerformanceYTD2.89%1Mth4.20%1Yr23.13%3Yr9.19%5Yr6.26%10Yr11.95%
    % Rank in CatYTD521Mth541Yr623Yr665Yr7110Yr72
    # of Funds in CatYTD2671Mth2671Yr2543Yr2195Yr19510Yr135
  • 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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