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Delaware Real Estate Securities Y (IRSYX)

17.63 +0.08 (+0.46%)
At close: 8:01 PM EST

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • TradeStation Securities
  • Edward Jones
  • RBC Wealth Management-Network Eligible
  • ING Adviser Plus
  • TIAA-CREF Brokerage Services
  • Thrivent – Advisory Eligible
  • ING (k)Choice
  • ING 401(k) Adv
  • TIAA-CREF NTF
  • Securities America Inc.

Fund Summary

The fund to achieve its objective by investing, under normal circumstances, at least 80% of its net assets, plus any borrowings for investment purposes, in the securities of companies in the real estate or real estate-related industries. “Real estate” securities include securities offered by issuers that receive at least 50% of their gross revenue from the construction, ownership, leasing, management, financing or sale of residential, commercial or industrial real estate.

Fund Overview

Category Real Estate
Fund Family Delaware Funds by Macquarie
Net Assets 110.03M
YTD Return 10.69%
Yield 2.68%
Morningstar Rating
Inception Date Apr 02, 2007

Performance & Risk

YTD Return 10.12%
5y Average Return 4.82%
Rank in Category (ytd) 39
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

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