Ivy International Growth I
Ivy Funds 6300 Lamar Avenue, P.O. Box 29217 Overland Park, KS 66202
Map
Phone: 800-777-6472
| Category: | Foreign Large Growth | | Fund Family: | Ivy Funds | | Net Assets: | 32.63M | | Year-to-Date Return: | 24.58% | | Yield: | 1.30% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Apr-07 |
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Chace Brundige
Lead Manager since
06-Jan-09 | | | Brundige joined WRIMCO in 1996 as an equity investment analyst. In 1999 he left to join TCW/WestBridge Ventures LLC as a vice president and limited partner. From 2001 through August 2003, Mr. Brundige was employed by Citadel Investment Group. In 2003, he rejoined WRIMCO as an assistant portfolio manager for the Large Cap Growth equity team. He is Vice President of WRIMCO and IICO, and Vice President of the Fund. Brundige holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term growth; current income is a secondary consideration. The fund invests primarily in common stocks of foreign companies that have the potential for long-term growth represented by economic expansion within a country or region, as well as the privatization and/or restructuring of particular industries. It primarily invests in issuers of developed countries, and may invest in companies of any size. |
| Last Dividend
(10-Dec-09):
| 0.35 | | Last Cap Gain
(22-Dec-00):
| 8.60 | | Annual Holdings Turnover
| 93.00% | | Average for Category:
| 98.56% |
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| Expense | IGIIX | Category
Avg | | Total Expense Ratio: | %
| 1.52% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.40% | | Max Deferred Sales Load: | %
| 2.38% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $680 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,084 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,185 |
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