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VY Clarion Real Estate S (IVRSX)

33.72 Up 0.23(0.69%) Nov 21
Prev Close:33.49
YTD Return*:24.76%
Net Assets*:683.61M
Yield*:1.26%

* As of 31-Oct-14

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

Headlines

  • No Headlines available for IVRSX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SPG8.2230.09
EQR5.5538.44
HST4.8121.97
HCN4.5637.55
PLD4.3915.89

Fund Basics

Morningstar Overall Rating:
Total Assets:683.61M
Category:Real Estate
Annual Report Expense Ratio (net):0.86%

Performance & Risk

YTD Return:24.76%
5y Avg Return:19.01%
Rank in Category (ytd):48
% Rank in Category (ytd):17.39%
Beta (3y):0.64
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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