• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down 0.64% Nasdaq Down 0.55%

    VY Clarion Real Estate S (IVRSX)

    34.30 Down 0.39(1.12%) May 29
    Prev Close:34.69
    YTD Return*:-1.80%
    Net Assets*:730.83M
    Yield*:1.23%

    * As of 30-Apr-15

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

    Headlines

    • No Headlines available for IVRSX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SPG8.491.46
    EQR5.415.45
    HCN4.87-3.59
    PLD4.57-5.35
    AVB4.304.17

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:730.83M
    Category:Real Estate
    Annual Report Expense Ratio (net):0.93%

    Performance & Risk

    YTD Return:-1.80%
    5y Avg Return:12.39%
    Rank in Category (ytd):78
    % Rank in Category (ytd):26.53%
    Beta (3y):0.44
    Morningstar Risk Rating:3

    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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback