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ING Clarion Real Estate Port S (IVRSX)

30.63 Down 0.15(0.49%) Apr 17
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Prev Close:30.78
YTD Return*:10.09%
Net Assets*:670.19M
Yield*:1.24%

* As of 31-Mar-14

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

Headlines

  • No Headlines available for IVRSX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SPG9.469.21
HST5.186.48
EQR4.8713.86
PLD4.6611.53
HCN3.8312.52

Fund Basics

Morningstar Overall Rating:
Total Assets:670.19M
Category:Real Estate
Annual Report Expense Ratio (net):0.86%

Performance & Risk

YTD Return:10.09%
5y Avg Return:28.93%
Rank in Category (ytd):16
% Rank in Category (ytd):5.67%
Beta (3y):0.85
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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