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    Ivy Dividend Opportunities B (IVDBX)

    15.48 Up 0.30(1.98%) Feb 12
    Prev Close:15.18
    YTD Return*:-4.82%
    Net Assets*:376.21M
    Yield*:0.04%

    * As of 31-Jan-16

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

    Headlines

    • No Headlines available for IVDBX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    TEVA4.53N/A
    PFE4.47N/A
    C3.85N/A
    MDT3.84N/A
    MSFT3.79N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:376.21M
    Category:Large Blend
    Annual Report Expense Ratio (net):2.01%

    Performance & Risk

    YTD Return:-4.82%
    5y Avg Return:5.78%
    Rank in Category (ytd):25
    % Rank in Category (ytd):1.47%
    Beta (3y):1.00
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks to provide total return. The fund seeks to achieve its objective by investing primarily in large capitalization companies that often are market leaders in their industry, with established operating records that IICO believes may accelerate or grow their dividend payout ratio and that also demonstrate favorable prospects for total return. It invests at least 80% of its net assets in dividend-paying equity securities. Although the fund invests primarily in U.S. securities, it may invest up to 25% of its total assets in foreign securities. View More
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