IVRTX Mutual Fund Price & Analysis

The VY Clarion Real Estate Portfolio S2 (IVRTX) is a mutual fund that focuses on investing in real estate securities. This fund seeks to provide investors with long-term capital appreciation by investing in a diversified portfolio of real estate investment trusts (REITs) and other real estate-related companies. The fund is managed by VY Clarion Real Estate Securities, a team of experienced professionals who utilize a bottom-up approach to select securities with strong fundamentals and potential for growth. With a focus on the real estate sector, this fund offers investors the opportunity to diversify their portfolio and potentially benefit from the stability and potential growth of the real estate market.

IVRTX Mutual Fund Chart & Stats

Previous Close$28.12
Sub-CategoryGeographic,Regional
Total Liabilities2.67M
Expense Ratio1.15%
Holding Count38
Brandvoya investors trust
0.67 (2.38%)
CategoryOther
Total Assets181.93M
Shares OutstandingN/A
52-Week Range$21.48 - $28.35

IVRTX Mutual Fund Smart Score

For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.​

Top 10 Holdings

Name
Weight %
Realty Income Corporation
7.51%
Prologis, Inc.
7.48%
Equinix
7.40%
Simon Property Group
4.96%
Vici Properties
4.89%
Welltower, Inc.
4.85%
Public Storage
4.74%
Rexford Industrial Realty, Inc.
4.53%
Invitation Homes
4.32%
AvalonBay Communities
3.97%
Total54.63%

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