Ivy Real Estate Securities Fund

Scorecard
2 / 5 Stars
Lipper
1 1 2 1 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
TheStreet.com
D (Sell)

Fund Holdings

Asset Allocation

% Long % Net
Cash 0.41 0.41
Stocks 98.94 98.94
Bonds 0.65 0.65
Other 0.0 0.0
Foreign Bonds 0.0 0.0
Foreign Stocks 0.0 0.0
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 03.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 03.31.2014

Ticker YTD Return % % Net Assets
Simon Property Group Inc SPG 18.32 9.36
Prologis Inc PLD 13.1 5.32
Boston Properties Inc BXP 19.38 5.14
AvalonBay Communities Inc AVB 22.41 5.03
Vornado Realty Trust VNO 21.83 4.8
Public Storage PSA 16.18 4.22
Essex Property Trust Inc ESS 31.15 4.07
Ventas Inc VTR 14.84 3.93
Host Hotels & Resorts Inc HST 15.23 3.71
Equity Residential EQR 23.98 3.42

See Also:

Top Ivy Funds Funds