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IVRTX
VY Clarion Real Estate Portfolio S2
Analysis
Analyst Forecasts
Holdings
Dividends
Technical Analysis
Performance
Similar Mutual Funds

IVRTX Mutual Fund Holdings Information

Compare
Holdings Count
47
Total Assets
170.85M
Top 10 Percentage
52.12%
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
47 Holdings
47 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
EQIX
Equinix
11.02%
$18.28M
―
$88.05B
0.45%
16 Buy
3 Hold
0 Sell
Strong Buy
―
O
Realty Income Corporation
7.26%
$12.05M
―
$50.84B
9.17%
3 Buy
9 Hold
0 Sell
Hold
―
WELL
Welltower, Inc.
4.98%
$8.26M
―
$98.45B
65.56%
11 Buy
1 Hold
0 Sell
Strong Buy
―
SPG
Simon Property Group
4.83%
$8.01M
―
$70.16B
23.70%
4 Buy
8 Hold
0 Sell
Moderate Buy
―
PLD
Prologis, Inc.
4.53%
$7.52M
―
$117.75B
-7.93%
12 Buy
7 Hold
1 Sell
Moderate Buy
―
INVH
Invitation Homes
4.24%
$7.04M
―
$20.84B
-1.53%
3 Buy
11 Hold
0 Sell
Hold
―
CUBE
Cubesmart
4.24%
$7.03M
―
$9.39B
-5.32%
3 Buy
6 Hold
0 Sell
Moderate Buy
―
EXR
Extra Space Storage Inc
4.14%
$6.87M
―
$33.65B
6.42%
3 Buy
9 Hold
0 Sell
Hold
―
BRX
Brixmor Property Group
3.64%
$6.04M
―
$8.55B
22.58%
7 Buy
3 Hold
0 Sell
Moderate Buy
―
IRM
Iron Mountain
3.23%
$5.35M
―
$27.37B
14.98%
4 Buy
0 Hold
1 Sell
Moderate Buy
―
Rows:
10

Sector Breakdown

97.20%Real Estate1.75%General1.05%Consumer Cyclical97.20%Real Estate
Real Estate
97.20%
General
1.75%
Consumer Cyclical
1.05%

Countries Breakdown

99.50%United States99.50%United States
United States
99.50%

Breakdown By Smart Score

3.49%Outperform1010.84%Outperform97.95%Outperform821.73%Neutral715.93%Neutral62.44%Neutral529.40%Neutral46.72%Underperform30.88%Underperform20.62%Underperform16
The weighted average smart score of the IVRTX Mutual Fund is 6
10
3.49%
9
10.84%
8
7.95%
7
21.73%
6
15.93%
5
2.44%
4
29.40%
3
6.72%
2
0.88%
1
0.62%

IVRTX Mutual Funds FAQ

What are Mutual Funds IVRTX’s top 3 holdings?
IVRTX’s top 3 holdings are EQIX, O, WELL.
    What is Mutual Funds IVRTX’s holdings count?
    Mutual Funds IVRTX’s is holdings 47 different assets.
      What are the total assets of Mutual Funds IVRTX?
      Mutual Funds IVRTX’s total assets are 170.85M.

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