Dow Down 1.10% Nasdaq Down 1.82%

Ivy Science & Technology I (ISTIX)

44.44 Down 1.80(3.89%) Feb 8
Prev Close:46.24
YTD Return*:-11.04%
Net Assets*:5.93B
Yield*:N/A

* As of 31-Jan-16

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

Headlines

ยป More Headlines for ISTIX

Top Holdings

Symbol% AssetsYTD Return %
ADS5.50N/A
VRTX4.85N/A
MSFT4.83N/A
EEFT4.53N/A
MU4.23N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:5.93B
Category:Technology
Annual Report Expense Ratio (net):0.97%

Performance & Risk

YTD Return:-11.04%
5y Avg Return:10.01%
Rank in Category (ytd):87
% Rank in Category (ytd):42.86%
Beta (3y):1.13
Morningstar Risk Rating:3

Fund Summary

The investment seeks to provide growth of capital. The fund invests primarily in the equity securities of science and technology companies around the globe. Under normal circumstances, it invests at least 80% of its net assets in securities of science or technology companies. The fund also may invest in companies that utilize science and/or technology as an agent of change to significantly enhance their business opportunities. It may invest in securities issued by companies of any size, and may invest without limitation in foreign securities, including securities of issuers within emerging markets. View More
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