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    Ivy Real Estate Securities E (IREEX)

    27.93 Down 0.06(0.21%) Dec 19
    Prev Close:27.93
    YTD Return*:27.33%
    Net Assets*:693.82M
    Yield*:0.43%

    * As of 30-Nov-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for IREEX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SPG10.4030.60
    BXP4.9832.95
    AVB4.5640.10
    VNO4.2130.33
    PSA4.0026.35

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:693.82M
    Category:Real Estate
    Annual Report Expense Ratio (net):1.67%

    Performance & Risk

    YTD Return:27.33%
    5y Avg Return:16.57%
    Rank in Category (ytd):43
    % Rank in Category (ytd):15.69%
    Beta (3y):0.59
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks to provide total return through capital appreciation and current income. The fund invests, under normal circumstances, at least 80% of its net assets, plus any borrowings for investment purposes, in securities of companies in the real estate or real estate-related industries. "Real estate" securities include securities of issuers that receive at least 50% of their gross revenue from the construction, ownership, leasing, management, financing or sale of residential, commercial or industrial real estate. View More
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