IVRSX Mutual Fund
IVRSX Mutual Fund
VY Columbia Real Estate Portfolio Class S
IVRSX Mutual Fund Overview
IVRSX Mutual Fund (VY Columbia Real Estate Portfolio Class S) is managed by Voya Investment Management with $131.8M in net assets. IVRSX expense ratio is 1.00%, holding 80 positions across sectors including Real Estate, Unknown, Industrials. Inception date: 1989-01-24.
IVRSX performance shows a YTD return of 17.29%. The 1-year return is 19.63% and the 5-year return is 4.42%. IVRSX dividend yield stands at 4.18%, paid annually.
IVRSX top holdings include Welltower Inc Health Care (11.7%), Prologis Inc (10.1%), Equinix, Inc. (9.6%), SIMON PROPERTY GROUP REIT INC (4.3%), Digital Realty Trust Inc (3.7%). View all IVRSX holdings, sector breakdown, or dividend history.
IVRSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. IVRSX alternatives are available via the screener, along with tax-loss harvesting opportunities.