Strength in the People Pillar isn't sufficient for VY® CBRE Real Estate S2 to overcome weaker marks in areas such as their Parent rating, limiting this strategy to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
- NAV / 1-Day Return 28.77 / 0.03 %
- Total Assets 210.6 Mil
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Adj. Expense Ratio
- Expense Ratio 1.080%
- Distribution Fee Level Low
- Share Class Type Level Load
- Category Real Estate
- Investment Style Mid Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 1.51%
- Turnover 67%
Morningstar’s Analysis IVRTX
Will IVRTX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.