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    VY Clarion Real Estate S (IVRSX)

    35.03 Up 0.01(0.03%) Dec 19
    Prev Close:35.02
    YTD Return*:27.10%
    Net Assets*:747.76M
    Yield*:1.23%

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for IVRSX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SPG8.2230.60
    EQR5.5539.95
    HST4.8123.10
    HCN4.5645.51
    PLD4.3918.11

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:747.76M
    Category:Real Estate
    Annual Report Expense Ratio (net):0.86%

    Performance & Risk

    YTD Return:27.10%
    5y Avg Return:17.72%
    Rank in Category (ytd):48
    % Rank in Category (ytd):17.52%
    Beta (3y):0.61
    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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