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Ivy Emerging Markets Equity C (IPOCX)

14.37 Up 0.06(0.42%) Aug 19

Profile as of Jul 30, 2014Get Profile for:
Ivy Emerging Markets Equity C
Ivy Funds6300 Lamar Avenue, P.O. Box 29217Overland Park, KS 66202
Phone: 800-777-6472
Fund Overview 
Category:Diversified Emerging Mkts
Fund Family:Ivy Funds
Net Assets:696.81M
Year-to-Date Return:2.19%
Morningstar Rating:2 stars
Fund Inception Date:Apr 30, 1996
Morningstar Style Box 
Diversified Emerging Mkts
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View Top Diversified Emerging Mkts Funds
About the Morningstar Style Box
Management Information 
Frederick Jiang
Lead Manager since Feb 28, 2004
Jiang is senior vice president of Ivy Investment Management Co (IICO) and Waddell & Reed Investment Management Co (WRIMCO). From July 1999 to July 2003, he served as an investment analyst for Waddell & Reed covering the Asia-Pacific region. Prior to joining Waddell & Reed, Jiang was affiliated with ABN AMRO Hoare Govett Asia, Ltd. in Hong Kong from 1994 to 1997 as an equity research analyst. Mr. Jiang holds a BA degree in Economics from the Central University of Finance and Economics, Beijing, China, and earned an MBA degree in Finance from New York University. Mr. Jiang is a Chartered Financial Analyst. He is the Chartered Financial Analyst designation.
Investment Information 
Min Initial Investment:750
Min Initial Investment, IRA:N/A
Min Initial Investment, AIP:150
Min Subsequent Investment:N/A
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:50
IPOCX can be purchased from 49 brokerages.

Fund Summary 
The investment seeks to provide growth of capital. The fund will normally invest at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities, primarily common stock, of companies (i) from countries considered to be emerging market countries or (ii) that are economically linked to emerging market countries.

Fund Operations 
Last Dividend (Dec 11, 2013) : 0.02
Last Cap Gain : 0.00
Annual Holdings Turnover (Aug 17, 2014) : 138.00%
Average for Category:46.80%
Fees & Expenses 
ExpenseIPOCXCategory Avg
Annual Report Expense Ratio (net):2.47%1.56%
Prospectus Net Expense Ratio:2.45%N/A
Prospectus Gross Expense Ratio:2.45%N/A
Max 12b1 Fee:1.00%N/A
Max Front End Sales Load:N/A5.32%
Max Deferred Sales Load: 1.00%1.73%
3 Yr Expense Projection*:7641,065
5 Yr Expense Projection*:1,3061,311
10 Yr Expense Projection*:2,7862,713
* Per $10,000 invested