Ivy European Opportunities I (IEOIX)
* As of 30-Jun-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.21%|
Performance & Risk
|5y Avg Return:||10.92%|
|Rank in Category (ytd):||28|
|% Rank in Category (ytd):||24.56%|
|Morningstar Risk Rating:||2|
The investment seeks to provide growth of capital.
The fund invests, under normal circumstances, at least 80% of its net assets, plus any borrowings for investment purposes, in the equity securities of European companies. While the fund tends to favor securities issued by large capitalization European companies, it may invest in securities issued by European companies of any size that provide investment opportunities. The fund typically invests in companies located in the more developed markets of Europe, but also may, to a lesser extent, invest in issuers located or doing business in European countries with new or comparatively underdeveloped economies. View More