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Morningstar

VY® CBRE Real Estate S2 IVRTX

Morningstar Analyst Rating
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%

USD | NAV as of Jan 25, 2023 | 1-Day Return as of Jan 25, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis IVRTX

Will IVRTX 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 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.

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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