IRSAX : Ivy Securian Real Estate Securities Fund Class A

IRSAX is a Alternatives Market Real Estate with HIGH fees.

IRSAX

Ivy Securian Real Estate Securities Fund Class A

FI Score

26 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

5 /10

Category Score

0 /10

Market Size

5 /10

26% FI Score
  • irsax
  • Mutual Fund
  • Alternatives
  • Real Estate

Ivy Securian Real Estate Securities Fund Class A

Expenses: 1.44% (Better than 0% of similar funds)

This is a bad choice for a Real Estate Alternatives fund. See why ยป

Fund Summary

The investment seeks to provide total return through capital appreciation and current income. The fund seeks to achieve its objective by investing, under normal circumstances, at least 80% of its net assets in the securities of companies in the real estate or real estate-related industries. "Real estate" securities include securities of issuers that receive at least 50% of their gross revenue from the construction, ownership, leasing, management, financing or sale of residential, commercial or industrial real estate.

Largest Holdings

Amount Holding
8.84% Equinix Inc
8.36% Prologis Inc
5.09% Alexandria Real Estate Equities Inc
4.47% Digital Realty Trust Inc
4.24% Duke Realty Corp
3.51% Public Storage
3.25% Welltower Inc
3.06% AvalonBay Communities Inc
2.99% Healthpeak Properties Inc
2.92% Invitation Homes Inc
2.71% VICI Properties Inc Ordinary Shares
2.68% American Homes 4 Rent Class A
2.53% CyrusOne Inc
2.49% QTS Realty Trust Inc Class A
2.42% Camden Property Trust
2.21% Boston Properties Inc
1.95% UDR Inc
1.92% Essex Property Trust Inc
1.92% Kilroy Realty Corp
1.87% Cousins Properties Inc
1.81% Ventas Inc
1.70% Extra Space Storage Inc
1.66% Realty Income Corp
1.59% Sun Communities Inc
1.59% Equity Residential

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo