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    VY Clarion Real Estate I (IVRIX)

    34.88 Up 0.32(0.93%) May 1
    Prev Close:34.88
    YTD Return*:4.55%
    Net Assets*:785.52M
    Yield*:1.37%

    * As of 31-Mar-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    SPG7.859.49
    EQR5.268.73
    HST4.69-13.93
    HCN4.623.11
    PLD4.601.67

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:785.52M
    Category:Real Estate
    Annual Report Expense Ratio (net):0.68%

    Performance & Risk

    YTD Return:4.55%
    5y Avg Return:15.74%
    Rank in Category (ytd):45
    % Rank in Category (ytd):15.31%
    Beta (3y):0.46
    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. View More
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