IVRIX Mutual Fund
IVRIX Mutual Fund
VY Columbia Real Estate Portfolio Class I

IVRIX Mutual Fund Overview
IVRIX Mutual Fund (VY Columbia Real Estate Portfolio Class I) is managed by Voya Investment Management with $2.9M in net assets. IVRIX expense ratio is 0.75%, holding 38 positions across sectors including Real Estate, Industrials, Financials. Inception date: 2003-05-19.
IVRIX performance shows a YTD return of 21.15%. The 1-year return is 19.98% and the 5-year return is 4.69%. IVRIX dividend yield stands at 4.69%, paid annually.
IVRIX 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 IVRIX holdings, sector breakdown, or dividend history.
IVRIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. IVRIX alternatives are available via the screener, along with tax-loss harvesting opportunities.