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VY Clarion Real Estate Portfolio Service
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Similar Mutual Funds
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IVRSX Mutual Fund Holdings Information

Holdings Count
39
Total Assets
150.92M
Top 10 Percentage
52.85%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.Go Premium
39 Holdings
39 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
EQIX
Equinix
8.67%
$12.96M
―
$74.48B
-18.20%
16 Buy
3 Hold
0 Sell
Strong Buy
―
WELL
Welltower, Inc.
8.38%
$12.53M
―
$127.66B
49.24%
13 Buy
1 Hold
0 Sell
Strong Buy
―
PLD
Prologis, Inc.
6.50%
$9.72M
―
$120.99B
23.14%
8 Buy
4 Hold
0 Sell
Moderate Buy
―
SPG
Simon Property Group
4.82%
$7.21M
―
$60.37B
7.76%
4 Buy
7 Hold
0 Sell
Moderate Buy
―
VTR
Ventas Inc
4.75%
$7.10M
―
$38.07B
34.62%
11 Buy
1 Hold
0 Sell
Strong Buy
―
EXR
Extra Space Storage Inc
4.61%
$6.90M
―
$28.82B
-11.52%
5 Buy
6 Hold
0 Sell
Moderate Buy
―
VICI
Vici Properties
4.50%
$6.72M
―
$29.61B
-3.79%
7 Buy
5 Hold
0 Sell
Moderate Buy
―
BRX
Brixmor Property Group
3.68%
$5.51M
―
$7.89B
-5.95%
8 Buy
2 Hold
0 Sell
Strong Buy
―
UDR
UDR (UDR)
3.48%
$5.20M
―
$18.90B
-17.97%
5 Buy
9 Hold
2 Sell
Hold
―
O
Realty Income Corporation
3.47%
$5.19M
―
$51.82B
6.71%
3 Buy
7 Hold
1 Sell
Hold
―
Rows:
10

Sector Breakdown

100.00%Real Estate100.00%Real Estate
Real Estate
100.00%

Countries Breakdown

99.48%United States99.48%United States
United States
99.48%

Breakdown By Smart Score

5.58%Outperform1023.03%Outperform99.28%Outperform817.84%Neutral79.59%Neutral65.06%Neutral514.23%Neutral415.39%Underperform36
The weighted average smart score of the IVRSX Mutual Fund is 6
10
5.58%
9
23.03%
8
9.28%
7
17.84%
6
9.59%
5
5.06%
4
14.23%
3
15.39%
2
0.00%
1
0.00%

IVRSX Mutual Funds FAQ

What are Mutual Funds IVRSX’s top 3 holdings?
IVRSX’s top 3 holdings are EQIX, WELL, PLD.
    What is Mutual Funds IVRSX’s holdings count?
    Mutual Funds IVRSX’s is holdings 39 different assets.
      What are the total assets of Mutual Funds IVRSX?
      Mutual Funds IVRSX’s total assets are 150.92M.
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