Ivy European Opportunities Y
Ivy Funds 6300 Lamar Avenue, P.O. Box 29217 Overland Park, KS 66202
Map
Phone: 800-777-6472
| Category: | Europe Stock | | Fund Family: | Ivy Funds | | Net Assets: | 2.59M | | Year-to-Date Return: | -6.45% | | Yield: | 2.01% | | Morningstar Rating: |  | | Fund Inception Date: | 24-Jul-03 |
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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. |
| 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 |
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| 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. |
| 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% |
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| Expense | IEOYX | Category
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 |
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1.52% Nasdaq 0.00%
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