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Ivy Global Natural Resources I (IGNIX)

21.15 Up 0.10(0.48%) Aug 20
Prev Close:21.15
YTD Return*:10.72%
Net Assets*:1.69B
Yield*:N/A

* As of 31-Jul-14

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

Headlines

  • No Headlines available for IGNIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
HAL5.7236.00
SLB5.5220.69
DOW3.3316.46
BHI2.9924.81
WFT2.9542.48

Fund Basics

Morningstar Overall Rating:
Total Assets:1.69B
Category:Natural Resources
Annual Report Expense Ratio (net):1.08%

Performance & Risk

YTD Return:10.72%
5y Avg Return:5.66%
Rank in Category (ytd):22
% Rank in Category (ytd):13.02%
Beta (3y):1.59
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, plus any borrowings for investment purposes, in equity securities of companies with operations throughout the world that own, explore or develop natural resources and other basic commodities or supply goods and services to such companies. Under normal circumstances, it invests at least 65% of its total assets in issuers of at least three countries, which may include the U.S. Many companies have diverse operations, with products or services in foreign markets. View More
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