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 Dow Down 0.11% Nasdaq Down 0.23%

Ivy Global Natural Resources B (IGNBX)

18.32 Down 0.07(0.38%) Jul 25
Prev Close:18.32
YTD Return*:13.64%
Net Assets*:1.77B
Yield*:N/A

* As of 30-Jun-14

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

Headlines

  • No Headlines available for IGNBX at this time.

Top Holdings

Symbol% AssetsYTD Return %
HAL6.6240.20
SLB5.7731.67
DOW3.5217.75
BHI3.1435.41
RTPPF.L3.030.07

Fund Basics

Morningstar Overall Rating:
Total Assets:1.77B
Category:Natural Resources
Annual Report Expense Ratio (net):2.41%

Performance & Risk

YTD Return:13.64%
5y Avg Return:6.57%
Rank in Category (ytd):28
% Rank in Category (ytd):16.47%
Beta (3y):1.55
Morningstar Risk Rating:5

Fund Summary

The investment seeks to provide capital growth and appreciation. The fund invests, under normal circumstances, at least 80% of its net assets in equity securities of companies throughout the world that own, explore or develop natural resources and other basic commodities or supply goods and services to such companies. It invests at least 65% of its total assets in issuers of at least three countries, which may include the U.S. An investment in foreign securities presents additional risks such as currency fluctuations and political or economic conditions affecting the foreign country. View More
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