Nomura Real Estate Securities Y 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.
Nomura Real Estate Securities Fund Class Y IRSYX
- NAV / 1-Day Return — / —
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Adj. Expense Ratio
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- Expense Ratio —
- Distribution Fee Level —
- Share Class Type —
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- Investment Style —
- Min. Initial Investment —
- Status
- TTM Yield —
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Morningstar’s Analysis IRSYX
Will IRSYX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 58.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Welltower Inc | 12.64 | 12M | Real Estate |
Equinix Inc | 11.74 | 11M | Real Estate |
Prologis Inc | 4.88 | 5M | Real Estate |
Simon Property Group Inc | 4.55 | 4M | Real Estate |
Public Storage | 4.21 | 4M | Real Estate |
American Healthcare REIT Inc Ordinary Shares | 4.16 | 4M | Real Estate |
First Industrial Realty Trust Inc | 4.10 | 4M | Real Estate |
Iron Mountain Inc | 3.99 | 4M | Real Estate |
Agree Realty Corp | 3.93 | 4M | Real Estate |
Ventas Inc | 3.79 | 4M | Real Estate |