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IREYX Ivy LaSalle Global Real Estate Y

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Fund IREYX Ivy LaSalle Global Real Estate Y NGREX Northern Global Real Estate Index GRI Cohen & Steers Global Realty Majors ETF  
100% 93% 94%
Annual Fees
(1.51% Exp. Ratio)
(0.50% Exp. Ratio)
(0.55% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$32,701.56 $44,411.63 $43,746.96
Est. savings over 30 yrs +$11,710.07 +$11,045.41
As of 10/31/16
1 YR RETURN -1.22%
3 YR 3.95%
5 YR --
10 YR --
1 YR RETURN 3.45%
3 YR 4.17%
5 YR 8.06%
10 YR 1.65%
1 YR RETURN 1.15%
3 YR 4.49%
5 YR 8.03%
10 YR --
The investment seeks to provide total return through long-term capital appreciation and current income. The fund is a non-diversified fund that invests, under normal circumstances, at least 80% of its net assets in securities of companies in the real estate or real estate-related industries. It may make substantial investments in non-U.S. dollar denominated securities and may invest up to 100% of its total assets in foreign securities. The fund invests at least 40% (or, if the portfolio managers deem it warranted by market conditions, at least 30%) of its total assets in securities of non-U.S. issuers. It is non-diversified.
The investment seeks to provide investment results approximating the overall performance of the securities included in the FTSE® EPRA®/NAREIT® Global Index. The fund will invest substantially all (and at least 80%) of its net assets in equity securities included in the FTSE EPRA/NAREIT Global Index, in weightings that approximate the relative composition of the securities contained in the FTSE EPRA/NAREIT Global Index. Companies included in the FTSE EPRA/NAREIT Global Index are engaged principally in real estate activities, including ownership, trading and development of income-producing real estate, and include REITs.
The investment seeks investment results that correspond generally to the performance, before the fund's fees and expenses, of an index called the Cohen & Steers Global Realty Majors Index. The fund will normally invest at least 90% of its total assets in common stocks and other equity securities (which may include ADRs, ADSs and GDRs) that comprise the underlying index. The underlying index consists of the largest and most liquid securities within the global real estate universe that the index provider believes are likely to lead the global securitization of real estate. The fund is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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