Ivy Real Estate Securities A (IRSAX)
* As of 31-Dec-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.56%|
Performance & Risk
|5y Avg Return:||15.50%|
|Rank in Category (ytd):||46|
|% Rank in Category (ytd):||16.79%|
|Morningstar Risk Rating:||2|
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