Ivy Advantus Real Fund Quote

IRSAX Fund  USD 14.84  0.01  0.07%   

Performance

0 of 100

 
Weak
 
Strong
Very Weak

Odds Of Distress

Less than 22

 
High
 
Low
Low
Ivy Advantus is trading at 14.84 as of the 18th of January 2025; that is 0.07% down since the beginning of the trading day. The fund's open price was 14.85. Ivy Advantus has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 29th of January 2023 and ending today, the 18th of January 2025. Click here to learn more.
The fund to achieve its objective by investing, under normal circumstances, at least 80 percent of its net assets, plus any borrowings for investment purposes, in the securities of companies in the real estate or real estate-related industries. Real estate securities include securities offered by issuers that receive at least 50 percent of their gross revenue from the construction, ownership, leasing, management, financing or sale of residential, commercial or industrial real estate.. More on Ivy Advantus Real

Moving together with Ivy Mutual Fund

  0.74O Realty IncomePairCorr
  0.84FR First Industrial RealtyPairCorr
  0.8HR Healthcare Realty TrustPairCorr
  0.88KW Kennedy Wilson HoldingsPairCorr

Moving against Ivy Mutual Fund

  0.47DX Dynex CapitalPairCorr

Ivy Mutual Fund Highlights

Fund ConcentrationDelaware Funds by Macquarie Funds, Large Funds, Real Estate Funds, Real Estate, Delaware Funds by Macquarie (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date29th of July 2022
Fiscal Year EndMarch
Ivy Advantus Real [IRSAX] is traded in USA and was established 18th of January 2025. Ivy Advantus is listed under Delaware Funds by Macquarie category by Fama And French industry classification. The fund is listed under Real Estate category and is part of Delaware Funds by Macquarie family. This fund currently has accumulated 147.76 M in assets under management (AUM) with no minimum investment requirementsIvy Advantus Real is currently producing year-to-date (YTD) return of 6.71% with the current yeild of 0.03%, while the total return for the last 3 years was -4.02%.
Check Ivy Advantus Probability Of Bankruptcy

Instrument Allocation

Top Ivy Advantus Real Mutual Fund Constituents

CPTCamden Property TrustStockReal Estate
EQREquity ResidentialStockReal Estate
AMTAmerican Tower CorpStockReal Estate
WELLWelltowerStockReal Estate
VTRVentas IncStockReal Estate
VICIVICI PropertiesStockReal Estate
UDRUDR IncStockReal Estate
SUISun CommunitiesStockReal Estate
More Details

Ivy Advantus Real Risk Profiles

Ivy Advantus Against Markets

Other Information on Investing in Ivy Mutual Fund

Ivy Advantus financial ratios help investors to determine whether Ivy Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ivy with respect to the benefits of owning Ivy Advantus security.
Portfolio Anywhere
Track or share privately all of your investments from the convenience of any device
Global Correlations
Find global opportunities by holding instruments from different markets
Commodity Channel
Use Commodity Channel Index to analyze current equity momentum
Alpha Finder
Use alpha and beta coefficients to find investment opportunities after accounting for the risk