Morningstar

VY® Columbia Real Estate Portfolio Class S2 IVRTX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 33.12  /  +0.42 %
  • Total Assets 98.8M
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.210%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 3.92%
  • Turnover 97%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:11 AM GMT+0

Morningstar’s Analysis IVRTX

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

  • People Pillar

    The People Pillar is our evaluation of the IVRTX 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 IVRTX’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 S2 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
Rated on Published on

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Portfolio Holdings IVRTX

More IVRTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 53.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Welltower Inc

12.05 12M
Real Estate

Prologis Inc

9.55 9M
Real Estate

Equinix Inc

9.47 9M
Real Estate

Simon Property Group Inc

4.99 5M
Real Estate

Gaming and Leisure Properties Inc

3.19 3M
Real Estate

Ventas Inc

3.14 3M
Real Estate

Iron Mountain Inc

2.79 3M
Real Estate

Digital Realty Trust Inc

2.75 3M
Real Estate

Public Storage

2.66 3M
Real Estate

Equity Residential

2.42 2M
Real Estate

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