Ivy Advantus Real Fund Quote

IRSCX Fund  USD 13.81  0.20  1.47%   

Performance

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Odds Of Distress

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Ivy Advantus is trading at 13.81 as of the 21st of December 2024; that is 1.47 percent increase since the beginning of the trading day. The fund's open price was 13.61. Ivy Advantus has about a 21 % 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 21st of November 2024 and ending today, the 21st of December 2024. 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

  0.67KW Kennedy Wilson HoldingsPairCorr

Moving against Ivy Mutual Fund

  0.52OZ Belpointe PREP LLCPairCorr

Ivy Mutual Fund Highlights

Fund ConcentrationIvy Funds, Large Funds, Real Estate Funds, Real Estate, Ivy Funds (View all Sectors)
Update Date31st of December 2024
Ivy Advantus Real [IRSCX] is traded in USA and was established 21st of December 2024. Ivy Advantus is listed under Ivy Funds category by Fama And French industry classification. The fund is listed under Real Estate category and is part of Ivy Funds family. This fund currently has accumulated 462.15 M in assets under management (AUM) with minimum initial investment of 750. Ivy Advantus Real is currently producing year-to-date (YTD) return of 10.06% with the current yeild of 0.02%, while the total return for the last 3 years was -2.45%.
Check Ivy Advantus Probability Of Bankruptcy

Instrument Allocation

Top Ivy Advantus Real Mutual Fund Constituents

EQREquity ResidentialStockReal Estate
HSTHost Hotels ResortsStockReal Estate
CPTCamden Property TrustStockReal Estate
HCPHashicorpStockInformation Technology
ESSEssex Property TrustStockReal Estate
WELLWelltowerStockReal Estate
AMHAmerican Homes 4StockReal Estate
VTRVentas IncStockReal Estate
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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.
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