IVRIX Mutual Fund

IVRIX Mutual Fund (VY Columbia Real Estate Portfolio Class I) is managed by Voya Investment Management with $2.9M in net assets. IVRIX expense ratio is 0.75%, holding 79 positions across sectors including Real Estate, Industrials, Communication Services. Inception date: 2003-05-19.

IVRIX performance shows a YTD return of 10.49%. The 1-year return is 9.50% and the 5-year return is 2.93%. IVRIX dividend yield stands at 2.17%, paid annually.

IVRIX top holdings include Welltower, Inc. (13.3%), Equinix Inc. Real Estate Investment Trust (10.8%), Prologis Inc (9.8%), Simon Property Group Inc (4.8%), Vivmark Residential (4.5%). Go to all IVRIX holdings, IVRIX sectors, or IVRIX dividends.

IVRIX can be compared against other funds. Use IVRIX overlap to find shared positions, or IVRIX vs another fund for a side-by-side view. IVRIX alternatives are available via the screener, along with tax-loss harvesting opportunities.