Ivy Tax-Managed Equity I
6300 Lamar Ave Overland Park KS 66202
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Phone: 800-532-2783
| Category: | Large Growth | | Fund Family: | Ivy Funds | | Net Assets: | 560.00K | | Year-to-Date Return: | 18.97% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 31-Mar-00 |
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Sarah C. Ross
Lead Manager since
18-May-09 | | | Ross is a senior vice president at Waddell & Reed. Prior to joining the firm in October 2003, she was a senior healthcare analyst and vice president for Banc of America Capital Management since 2001. From 1997-2001, Ross was a senior healthcare analyst and limited partner for Edward Jones. |
| 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 of capital while minimizing taxable gains and income. The fund primarily invests in a diversified portfolio of common stocks of domestic and, to a lesser extent, foreign companies that the investment manager considers to be high in quality and attractive in the long-term investment potential. It may invest at least 80% of its net assets in equity securities, primarily common stocks and securities convertible into common stocks. While the Fund typically invests in the common stocks of large- to medium-sized domestic companies, the fund may invest in companies of any size, any industry or country to achieve the objective. |
| Last Dividend
(16-Dec-04):
| 0.03 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 110.55% |
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| Expense | WYTMX | Category
Avg | | Total Expense Ratio: | 2.11%
| 1.33% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 979 | $672 | | 5 Yr Expense Projection*: |
$ 1,800 | $1,053 | | 10 Yr Expense Projection*: |
$ 3,937 | $2,074 |
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0.18% Nasdaq 
0.42%
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