Morningstar

VY® Columbia Real Estate Portfolio Class S IVRSX

Morningstar Medalist Rating
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Medalist Rating as of See Voya Investment Hub
  • NAV / 1-Day Return $30.35  /  −0.10 %
  • Fund Size $187.7M
  • Adjusted Expense Ratio 1.000%
  • Net Expense Ratio 1.060%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Real Estate
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 1.92%
  • Turnover Ratio 97%
NAV and 1-Day Return as of

Morningstar’s Analysis IVRSX

Will IVRSX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IVRSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IVRSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of IVRSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

VY® Columbia Real Estate S holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings IVRSX

More IVRSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Welltower Inc

13.25 26M
Real Estate

Equinix Inc

10.81 22M
Real Estate

Prologis Inc

9.84 20M
Real Estate

Simon Property Group Inc

4.80 10M
Real Estate

Vivmark Residential

4.47 9M
Real Estate

Ventas Inc

3.27 7M
Real Estate

Essential Properties Realty Trust Inc

2.63 5M
Real Estate

Iron Mountain Inc

2.59 5M
Real Estate

Realty Income Corp

2.33 5M
Real Estate

Smartstop Self Storage REIT Inc Ordinary Shares

2.09 4M
Real Estate

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