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

Holdings Count
41
Total Assets
152.45M
Top 10 Percentage
51.34%
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
41 Holdings
41 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
EQIX
Equinix
8.24%
$12.38M
―
$75.72B
-5.41%
19 Buy
5 Hold
0 Sell
Strong Buy
―
WELL
Welltower, Inc.
7.04%
$10.57M
―
$112.09B
34.69%
8 Buy
2 Hold
0 Sell
Strong Buy
―
SPG
Simon Property Group
5.78%
$8.68M
―
$68.75B
10.79%
8 Buy
9 Hold
0 Sell
Moderate Buy
―
VICI
Vici Properties
4.98%
$7.48M
―
$35.83B
0.39%
9 Buy
1 Hold
0 Sell
Strong Buy
―
DLR
Digital Realty Trust
4.94%
$7.42M
―
$55.67B
10.13%
15 Buy
4 Hold
1 Sell
Moderate Buy
―
PLD
Prologis, Inc.
4.62%
$6.94M
―
$108.03B
-10.67%
11 Buy
5 Hold
1 Sell
Moderate Buy
―
VTR
Ventas Inc
4.59%
$6.89M
―
$31.64B
8.03%
10 Buy
2 Hold
0 Sell
Strong Buy
―
EXR
Extra Space Storage Inc
4.32%
$6.48M
―
$32.64B
-15.15%
6 Buy
10 Hold
0 Sell
Moderate Buy
―
BRX
Brixmor Property Group
3.55%
$5.32M
―
$8.63B
3.75%
9 Buy
2 Hold
0 Sell
Strong Buy
―
EGP
Eastgroup Properties
3.29%
$4.94M
―
$8.97B
-9.07%
7 Buy
5 Hold
0 Sell
Moderate Buy
―
Rows:
10

Sector Breakdown

97.47%Real Estate1.69%General0.84%Consumer Cyclical97.47%Real Estate
Real Estate
97.47%
General
1.69%
Consumer Cyclical
0.84%

Countries Breakdown

99.54%United States99.54%United States
United States
99.54%

Breakdown By Smart Score

12.27%Outperform1018.19%Outperform912.68%Outperform817.20%Neutral74.55%Neutral611.81%Neutral54.66%Neutral48.69%Underperform35.01%Underperform24.94%Underperform17
The weighted average smart score of the IVRTX Mutual Fund is 7
10
12.27%
9
18.19%
8
12.68%
7
17.20%
6
4.55%
5
11.81%
4
4.66%
3
8.69%
2
5.01%
1
4.94%

IVRTX Mutual Funds FAQ

What are Mutual Funds IVRTX’s top 3 holdings?
IVRTX’s top 3 holdings are EQIX, WELL, SPG.
    What is Mutual Funds IVRTX’s holdings count?
    Mutual Funds IVRTX’s is holdings 41 different assets.
      What are the total assets of Mutual Funds IVRTX?
      Mutual Funds IVRTX’s total assets are 152.45M.

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