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 Dow Down 0.19% Nasdaq Up 0.45%

Ivy Real Estate Securities R (IRSRX)

26.39 Down 0.02(0.08%) Jul 30
Prev Close:26.41
YTD Return*:16.67%
Net Assets*:621.99M
Yield*:0.57%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for IRSRX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SPG9.3618.32
PLD5.3213.10
BXP5.1419.38
AVB5.0322.41
VNO4.8021.83

Fund Basics

Morningstar Overall Rating:
Total Assets:621.99M
Category:Real Estate
Annual Report Expense Ratio (net):1.66%

Performance & Risk

YTD Return:16.67%
5y Avg Return:21.14%
Rank in Category (ytd):67
% Rank in Category (ytd):24.01%
Beta (3y):0.84
Morningstar Risk Rating:2

Fund Summary

The investment seeks to provide total return through capital appreciation and current income. The fund invests normally at least 80% of its net assets 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. "Real estate-related" securities include securities issued by companies primarily engaged in businesses that sell or offer products or services that are closely related to the real estate industry. View More
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