IRSAX Mutual Fund

IRSAX Mutual Fund (Nomura Real Estate Securities Fund Class A) is managed by Nomura Asset Management Co Ltd with $56.2M in net assets. IRSAX expense ratio is 1.08%, holding 34 positions across sectors including Real Estate, Industrials, Consumer Discretionary. Inception date: 1999-02-25.

IRSAX performance shows a YTD return of 19.36%. The 1-year return is 25.85% and the 5-year return is 4.56%. IRSAX dividend yield stands at 20.61%, paid quarterly.

IRSAX top holdings include Welltower, Inc. (12.4%), Equinix Inc. Real Estate Investment Trust (11.1%), Simon Property Group Inc (4.8%), Ventas  Inc . (4.6%), Public Storage (4.4%). Go to all IRSAX holdings, IRSAX sectors, or IRSAX dividends.

IRSAX can be compared against other funds. Use IRSAX overlap to find shared positions, or IRSAX vs another fund for a side-by-side view. IRSAX alternatives are available via the screener, along with tax-loss harvesting opportunities.