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Ivy Core Equity R6 (ICEQX)

16.43 Down 0.04(0.24%) Sep 19
Prev Close:16.47
YTD Return*:7.78%
Net Assets*:1.01B
Yield*:N/A

* As of 31-Aug-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for ICEQX at this time.

Top Holdings

Symbol% AssetsYTD Return %
CP.TO4.5435.19
AMAT3.8731.39
BAC3.534.62
AIG3.459.79
ADBE3.4320.41

Fund Basics

Morningstar Overall Rating:
Total Assets:1.01B
Category:Large Growth
Annual Report Expense Ratio (net):NaN%

Performance & Risk

YTD Return:7.78%
5y Avg Return:16.22%
Rank in Category (ytd):46
% Rank in Category (ytd):2.66%
Beta (3y):1.10
Morningstar Risk Rating:3

Fund Summary

The investment seeks capital growth and appreciation. The fund seeks to achieve its objective by investing, under normal circumstances, at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities, primarily in common stocks of large capitalization companies that IICO believes have dominant market positions in their industries. Large capitalization companies typically are companies with market capitalizations of at least $10 billion at the time of acquisition. View More
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