IRSEX Mutual Fund

IRSEX Mutual Fund (Nomura Real Estate Securities Fund Class N) is managed by Nomura Asset Management Co Ltd with $4.8M in net assets. IRSEX expense ratio is 0.68%, holding 37 positions across sectors including Real Estate, Industrials, Consumer Discretionary. Inception date: 2014-07-31.

IRSEX performance shows a YTD return of 16.61%. The 1-year return is 17.82% and the 5-year return is 2.59%. IRSEX dividend yield stands at 20.28%, paid quarterly.

IRSEX 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 IRSEX holdings, IRSEX sectors, or IRSEX dividends.

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