About IRSCX
Macquarie Real Estate Securities Fund Class C is a mutual fund specializing in investments within the real estate sector. Its primary objective is to deliver total return by combining capital appreciation with current income. The fund achieves this by constructing a diversified portfolio that predominantly consists of publicly traded real estate investment trusts (REITs) and real estate operating companies, mainly within the United States. These holdings provide exposure to various segments, such as residential, commercial, healthcare, industrial, and retail real estate. The fund’s investment approach is grounded in a bottom-up, fundamental analysis that evaluates quality, risk, and valuation, seeking to identify high-quality real estate securities. With allocations across large, medium, and small-cap companies, Macquarie Real Estate Securities Fund Class C plays a significant role in giving investors targeted access to the real estate market through a liquid, professionally managed vehicle. Its portfolio management team draws on sector expertise to navigate the distinct economic and cyclical factors that influence real estate, making it a notable option for those looking to diversify with real assets in a mutual fund structure.
Fund Family Nomura
Category Real Estate
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol IRSCX
Share Class Class C
Index FTSE NAREIT Equity REITS TR
IRSCX had a total return of 11.31% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.64%.
