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    Ivy Dividend Opportunities C (IVDCX)

    19.12 Down 0.05(0.26%) Jan 23
    Prev Close:19.17
    YTD Return*:8.91%
    Net Assets*:422.43M
    Yield*:0.42%

    * As of 31-Dec-14

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

    Headlines

    • No Headlines available for IVDCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    JPM3.570.50
    UNP3.31-0.44
    MCHP3.06-0.53
    HD2.86-1.47
    BUD2.78-0.52

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:422.43M
    Category:Large Blend
    Annual Report Expense Ratio (net):1.93%

    Performance & Risk

    YTD Return:8.91%
    5y Avg Return:11.26%
    Rank in Category (ytd):77
    % Rank in Category (ytd):4.91%
    Beta (3y):1.05
    Morningstar Risk Rating:4

    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 are high-quality companies that may accelerate or grow their dividend payout ratio and that also demonstrate favorable prospects for total return. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in dividend-paying equity securities. View More
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