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    VY Clarion Real Estate I (IVRIX)

    37.43 Down 0.81(2.12%) Jan 30
    Prev Close:38.24
    YTD Return*:30.27%
    Net Assets*:758.85M
    Yield*:1.43%

    * As of 31-Dec-14

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

    Top Holdings

    Symbol% AssetsYTD Return %
    SPG8.221.77
    EQR5.552.19
    HST4.810.17
    HCN4.561.69
    PLD4.390.93

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:758.85M
    Category:Real Estate
    Annual Report Expense Ratio (net):0.61%

    Performance & Risk

    YTD Return:30.27%
    5y Avg Return:16.79%
    Rank in Category (ytd):34
    % Rank in Category (ytd):12.41%
    Beta (3y):0.60
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks total return including capital appreciation and current income. Under normal market conditions, the Portfolio invests at least 80% of its assets in common and preferred stocks of U.S. real estate investment trusts ("REITS") and real estate companies. The Sub-Adviser may invest in companies of any market capitalization. However, the Sub-Adviser will generally not invest in companies with market capitalization of less than $100 million at the time of purchase. The Portfolio also may invest in convertible securities, initial public offerings, and Rule 144A securities. The fund is non-diversified. View More
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