IVRTX Mutual Fund (VY Columbia Real Estate Portfolio Class S2) is managed by Voya Investment Management with $6.6M in net assets. IVRTX expense ratio is 1.15%, holding 38 positions across sectors including Real Estate, Industrials, Financials. Inception date: 2002-09-09.

IVRTX performance shows a YTD return of 17.23%. The 1-year return is 19.51% and the 5-year return is 4.27%. IVRTX dividend yield stands at 3.92%, paid annually.

IVRTX top holdings include Welltower Inc (12.8%), Equinix Inc. Real Estate Investment Trust (9.9%), Prologis Inc (8.8%), Simon Property Group Inc (6.6%), Udr Inc. (3.8%). View all IVRTX holdings, sector breakdown, or dividend history.

IVRTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. IVRTX alternatives are available via the screener, along with tax-loss harvesting opportunities.