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Morningstar

VY® CBRE Global Real Estate S IRGTX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 9.45  /  +0.21 %
  • Total Assets 164.9 Mil
  • Adj. Expense Ratio
    1.120%
  • Expense Ratio 1.120%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Global Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.65%
  • Turnover 91%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis IRGTX

Will IRGTX outperform in 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 IRGTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IRGTX 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 IRGTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin VY ® CBRE Global Real Estate S's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IRGTX

More IRGTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Equinix Inc

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Simon Property Group Inc

6.30 11.1 Mil
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Welltower Inc

5.57 9.8 Mil
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Realty Income Corp

5.36 9.5 Mil
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Public Storage

3.79 6.7 Mil
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Prologis Inc

3.37 5.9 Mil
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Rexford Industrial Realty Inc

2.58 4.6 Mil
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Extra Space Storage Inc

2.54 4.5 Mil
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Sun Communities Inc

2.45 4.3 Mil
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Alexandria Real Estate Equities Inc

2.35 4.2 Mil
Real Estate