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VY® CBRE Real Estate S2 IVRTX

Quantitative rating as of
  • NAV / 1-Day Return 28.77  /  0.03 %
  • Total Assets 210.6 Mil
  • Adj. Expense Ratio
    1.080%
  • 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.

Summary

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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.

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