IVRTX Mutual Fund

IVRTX Mutual Fund (VY Columbia Real Estate Portfolio Class S2) is managed by Voya Investment Management with $6.6M in net assets. IVRTX expense ratio is 1.15%, holding 79 positions across sectors including Real Estate, Industrials, Communication Services. Inception date: 2002-09-09.

IVRTX performance shows a YTD return of 10.16%. The 1-year return is 9.06% and the 5-year return is 2.53%. IVRTX dividend yield stands at 1.78%, paid annually.

IVRTX 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 IVRTX holdings, IVRTX sectors, or IVRTX dividends.

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