2 / 5 Stars
1 1 2 1 5
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 72 Real Estate Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 4.38 percent over the past year, 6.54 percent over the past three years, 24.33 percent over the past five years, and 6.15 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||8.0%|
|3 Years (Annualized)||6.5%|
|5 Years (Annualized)||24.3%|
|10 Years (Annualized)||6.2%|
The investment seeks to provide total return through capital appreciation and current income. The fund invests normally at least 80% of its net assets in securities of companies in the real estate or real estate-related industries. "Real estate" securities include securities of issuers that receive at least 50% of their gross revenue from the construction, ownership, leasing, management, financing or sale of residential, commercial or industrial real estate. "Real estate-related" securities include securities issued by companies primarily engaged in businesses that sell or offer products or services that are closely related to the real estate industry.
Fees are High compared to funds in the same category.
Ivy Real Estate Securities Fund has an expense ratio of 2.75 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.