IRSAX Rating, Research - Ivy Real Estate Securities A

Ivy Real Estate Securities A (irsax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 57

Threats + Weaknesses = 26

When strengths & opportunities substantially exceed threats & weaknesses an investment in the irsax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Ivy Real Estate Securities A (IRSAX) Description: IRSAX is a mutual fund, which is an investment that owns a basket of assets. The IRSAX mutual fund was provided by Ivy and this investment vehicle derives the majority of its value from equity holdings (stocks). Ivys mutual fund has a long management tenure and is in the average fund size classification. IRSAXs minimum initial investment amount is $500 while the IRA minimum is $0. IRSAXs expense ratio is roughly 2%. The latest IRSAXs front end load was 6% and the back end load was 0%. The Ivy Real Estate Securities A (IRSAX) mutual fund falls under the real estate category. IRSAX focuses its investments in USA and IRSAX is focused on the financial industry or fund sector. The Ivy Real Estate Securities A (IRSAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find IRSAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of IRSAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks maximum, long-term total return. The fund normally invests at least 80% of net assets in common stocks (see stock research) of companies that have market capitalizations that are under $2 billion. It may invest in equity securities (see equity research) listed on the New York Stock Exchange and the NYSE Alternext US or traded on the over-the-counter markets operated by the Financial Industry Regulatory Authority. The fund may also invest in other types of equity securities (see equity research). It usually selects shares of companies that have higher returns on equity and capital than the average company in the Russell 2000 Index.

Management Analysis Update

Performance Analysis Update