VY Clarion Real Estate I (IVRIX)
* As of 31-Oct-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.61%|
Performance & Risk
|5y Avg Return:||19.31%|
|Rank in Category (ytd):||41|
|% Rank in Category (ytd):||14.86%|
|Morningstar Risk Rating:||4|
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