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    Ivy Core Equity R6 (ICEQX)

    15.13 0.00(0.00%) Aug 28
    Prev Close:15.13
    YTD Return*:4.15%
    Net Assets*:1.20B
    Yield*:0.08%

    * As of 31-Jul-15

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

    Headlines

    • No Headlines available for ICEQX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    C4.39N/A
    TEVA3.51N/A
    AGN.IR3.31N/A
    PM2.90N/A
    MSFT2.74N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.2B
    Category:Large Growth
    Annual Report Expense Ratio (net):0.75%

    Performance & Risk

    YTD Return:4.15%
    5y Avg Return:15.37%
    Rank in Category (ytd):81
    % Rank in Category (ytd):4.72%
    Beta (3y):1.09
    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 in equity securities, primarily in common stocks of large capitalization companies. It seeks to invest in companies that the advisor believes have a dominant market position or sustainable competitive advantage in their industry. The fund invests in securities that have the potential for capital appreciation, or that the advisor expects to resist market decline. View More
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