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Ivy European Opportunities Y (IEOYX)On Feb 9: 19.94  Up 0.30 (1.53%)  
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Profile  As of 31-Jan-10Get Profile for:
Ivy European Opportunities Y
Ivy Funds 6300 Lamar Avenue, P.O. Box 29217 Overland Park, KS 66202
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Phone: 800-777-6472
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FUND OVERVIEW 
Category:Europe Stock
Fund Family:Ivy Funds
Net Assets:2.59M
Year-to-Date Return:-6.45%
Yield:2.01%
Morningstar Rating:2 stars
Fund Inception Date:24-Jul-03
MORNINGSTAR STYLE BOX 
Europe Stock
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View Top Europe Stock Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 
Thomas A. Mengel
Lead Manager since 01-Jul-09
Mengel has been an employee of WRIMCO and has held his responsibilities for International Growth Portfolio since May 1996. He is senior vice president of WRIMCO and IICO, vice president of the Fund and vice president of other investment companies for which WRIMCO or IICO serves as investment manager.
INVESTMENT INFORMATION 
Min Initial Investment:$0
Min Initial Investment, IRA:NaN
Min Initial Investment, AIP:NaN
Min Subsequent Investment:$0
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
IEOYX can be purchased from 9 brokerages.
FUND SUMMARY 
The investment seeks long-term capital growth. The fund invests normally at least 80% of assets in the equity securities (including common stock, preferred stock and securities convertible into common stock) of European companies of any size, which may include large European companies, or European companies of any size that provide special investment opportunities, small-capitalization companies in the more developed markets of Europe and companies operating in Europe's emerging markets.
FUND OPERATIONS 
Last Dividend (10-Dec-09): 0.41
Last Cap Gain (11-Dec-08): 1.46
Annual Holdings Turnover 88.00%
Average for Category: 123.48%
FEES & EXPENSES 
ExpenseIEOYXCategory
Avg
Total Expense Ratio:1.49% 1.72%
Max 12b1 Fee:0.25% N/A
Max Front End Sales Load:% 5.34%
Max Deferred Sales Load:% 2.56%
3 Yr Expense Projection*: $ 471$695
5 Yr Expense Projection*: $ 813$1,109
10 Yr Expense Projection*: $ 1,779$2,204
* Per $10,000 invested


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