| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
3
1
5
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
U.S. News evaluated 73 Real Estate Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 14.00 percent over the past year, 13.48 percent over the past three years, 4.00 percent over the past five years, and 10.21 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 11.9% |
| 1 Year | 14.0% |
| 3 Years (Annualized) | 13.5% |
| 5 Years (Annualized) | 4.0% |
| 10 Years (Annualized) | 10.2% |
Summary
The investment seeks to provide total return through capital appreciation and current income. The fund invests, under normal circumstances, at least 80% of its net assets 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
Fees are High compared to funds in the same category.
Ivy Real Estate Securities Fund has an expense ratio of 2.89 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
