Ivy International Core Equity Y
Ivy Funds 6300 Lamar Avenue, P.O. Box 29217 Overland Park, KS 66202
Map
Phone: 800-777-6472
| Category: | Foreign Large Blend | | Fund Family: | Ivy Funds | | Net Assets: | 99.59M | | Year-to-Date Return: | 40.77% | | Yield: | 1.46% | | Morningstar Rating: |  | | Fund Inception Date: | 24-Jul-03 |
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John C. Maxwell
Lead Manager since
17-Feb-06 | | | Maxwell joined WRIMCO in 1998 as an investment analyst and had served as assistant portfolio manager for funds managed by IICO and WRIMCO since July 2003. In 2004, Maxwell began assisting the international group as an investment analyst. He has been appointed vice president of IICO and WRIMCO. Maxwell holds the Chartered Financial Analyst designation. |
| 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. Current income is secondary consideration. The fund invests normally at least 80% of assets in equity securities principally traded in Europe and Asia/Pacific markets. It may invest in countries with new or comparatively undeveloped economies. The fund may use a range of derivative investment techniques to hedge various market risks. |
| Last Dividend
(10-Dec-09):
| 0.14 | | Last Cap Gain
(11-Dec-08):
| 0.33 | | Annual Holdings Turnover
| 108.00% | | Average for Category:
| 95.57% |
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| Expense | IVVYX | Category
Avg | | Total Expense Ratio: | %
| 1.39% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.38% | | Max Deferred Sales Load: | %
| 2.69% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $702 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,070 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,132 |
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