IVRSX Mutual Fund Holdings Information

Holdings Count

Total Assets

143.06M

Top 10 Percentage

58.29%

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38 Holdings

38 Holdings as of ―

WELL

Welltower, Inc.

12.77%

$18.11M

―

$136.72B

33.73%

12 Buy

1 Hold

0 Sell

Strong Buy

―

EQIX

Equinix

9.89%

$14.03M

―

$94.24B

14.92%

20 Buy

2 Hold

0 Sell

Strong Buy

―

PLD

Prologis, Inc.

8.74%

$12.40M

―

$121.78B

18.07%

10 Buy

6 Hold

0 Sell

Moderate Buy

―

SPG

Simon Property Group

6.63%

$9.41M

―

$59.96B

13.83%

4 Buy

11 Hold

0 Sell

Moderate Buy

―

UDR

UDR (UDR)

3.83%

$5.44M

―

$18.03B

-21.33%

6 Buy

6 Hold

2 Sell

Moderate Buy

―

VICI

Vici Properties

3.77%

$5.35M

―

$28.68B

-14.91%

6 Buy

5 Hold

0 Sell

Moderate Buy

―

CUBE

Cubesmart

3.50%

$4.97M

―

$8.37B

-11.82%

6 Buy

8 Hold

0 Sell

Moderate Buy

―

BRX

Brixmor Property Group

3.43%

$4.86M

―

$8.80B

12.15%

12 Buy

3 Hold

0 Sell

Strong Buy

―

IRM

Iron Mountain

2.92%

$4.15M

―

$29.47B

13.79%

4 Buy

0 Hold

0 Sell

Strong Buy

―

First Industrial Realty Trust

2.79%

$3.96M

―

$7.78B

6.52%

5 Buy

5 Hold

0 Sell

Moderate Buy

―

Rows:

Sector Breakdown

Real Estate

100.00%

Countries Breakdown

United States

99.48%

Breakdown By Smart Score

The weighted average smart score of the IVRSX Mutual Fund is 6

1.48%

6.39%

31.11%

11.51%

17.01%

12.49%

10.16%

6.96%

0.00%

2.89%

IVRSX Mutual Funds FAQ

What are Mutual Funds IVRSX’s top 3 holdings?

IVRSX’s top 3 holdings are WELL, EQIX, PLD.

What is Mutual Funds IVRSX’s holdings count?

Mutual Funds IVRSX’s is holdings 38 different assets.

What are the total assets of Mutual Funds IVRSX?

Mutual Funds IVRSX’s total assets are 143.06M.

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