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IVRTX
VY Clarion Real Estate Portfolio S2
Analysis
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Holdings
Technical Analysis
Performance
Similar Mutual Funds
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IVRTX Mutual Fund Holdings Information

Holdings Count
38
Total Assets
143.06M
Top 10 Percentage
58.29%
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
38 Holdings
38 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
WELL
Welltower, Inc.
12.77%
$18.11M
―
$146.65B
38.95%
12 Buy
1 Hold
0 Sell
Strong Buy
―
EQIX
Equinix
9.89%
$14.03M
―
$96.73B
14.84%
20 Buy
2 Hold
0 Sell
Strong Buy
―
PLD
Prologis, Inc.
8.74%
$12.40M
―
$127.54B
17.15%
10 Buy
6 Hold
0 Sell
Moderate Buy
―
SPG
Simon Property Group
6.63%
$9.41M
―
$61.52B
13.47%
4 Buy
11 Hold
0 Sell
Moderate Buy
―
UDR
UDR (UDR)
3.83%
$5.44M
―
$18.83B
-18.80%
6 Buy
7 Hold
2 Sell
Moderate Buy
―
VICI
Vici Properties
3.77%
$5.35M
―
$30.59B
-11.91%
6 Buy
5 Hold
0 Sell
Moderate Buy
―
CUBE
Cubesmart
3.50%
$4.97M
―
$8.86B
-7.72%
5 Buy
7 Hold
0 Sell
Moderate Buy
―
BRX
Brixmor Property Group
3.43%
$4.86M
―
$9.19B
15.49%
11 Buy
2 Hold
0 Sell
Strong Buy
―
IRM
Iron Mountain
2.92%
$4.15M
―
$31.81B
20.61%
4 Buy
0 Hold
0 Sell
Strong Buy
―
FR
First Industrial Realty Trust
2.79%
$3.96M
―
$8.33B
9.73%
5 Buy
5 Hold
0 Sell
Moderate Buy
―
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

4.01%Outperform1021.89%Outperform912.68%Outperform814.22%Neutral710.82%Neutral623.92%Neutral57.01%Neutral41.08%Underperform31.48%Underperform22.89%Underperform17
The weighted average smart score of the IVRTX Mutual Fund is 7
10
4.01%
9
21.89%
8
12.68%
7
14.22%
6
10.82%
5
23.92%
4
7.01%
3
1.08%
2
1.48%
1
2.89%

IVRTX Mutual Funds FAQ

What are Mutual Funds IVRTX’s top 3 holdings?
IVRTX’s top 3 holdings are WELL, EQIX, PLD.
    What is Mutual Funds IVRTX’s holdings count?
    Mutual Funds IVRTX’s is holdings 38 different assets.
      What are the total assets of Mutual Funds IVRTX?
      Mutual Funds IVRTX’s total assets are 143.06M.
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