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  •  Dow Down 0.48% Nasdaq Down 0.36%

    VY Clarion Real Estate S2 (IVRTX)

    38.07 Down 0.01(0.03%) Jan 27
    Prev Close:38.07
    YTD Return*:29.74%
    Net Assets*:758.85M
    Yield*:1.09%

    * As of 31-Dec-14

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

    Headlines

    • No Headlines available for IVRTX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SPG8.221.77
    EQR5.552.19
    HST4.810.17
    HCN4.561.69
    PLD4.390.93

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:758.85M
    Category:Real Estate
    Annual Report Expense Ratio (net):1.01%

    Performance & Risk

    YTD Return:29.74%
    5y Avg Return:16.32%
    Rank in Category (ytd):46
    % Rank in Category (ytd):16.79%
    Beta (3y):0.60
    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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