Ivy Global Real Estate Fund

U.S. News evaluated 56 Global Real Estate Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 11.87 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 12.0%
1 Year 11.9%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to provide total return through long-term capital appreciation and current income. The fund invests, under normal circumstances, at least 80% of its net assets in securities of companies in the real estate or real estate-related industries. It intends to invest primarily in equity and equity-related securities issued by "Global Real Estate Companies". The fund does not directly invest in real estate. It may invest in Global Real Estate Companies located in any country, including any emerging market country. The fund is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Ivy Global Real Estate Fund has an expense ratio of 1.51 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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See Also:

Top Ivy Funds Funds