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 Dow Down 0.02% Nasdaq Down 0.04%

Ivy Dividend Opportunities I (IVDIX)

21.32 Down 0.02(0.09%) Jul 24
Prev Close:21.34
YTD Return*:7.14%
Net Assets*:405.13M
Yield*:1.09%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for IVDIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
JPM3.800.43
MCHP3.7812.81
BUD3.219.69
UNP2.9520.25
WYNN2.869.49

Fund Basics

Morningstar Overall Rating:
Total Assets:405.13M
Category:Large Growth
Annual Report Expense Ratio (net):0.94%

Performance & Risk

YTD Return:7.14%
5y Avg Return:15.43%
Rank in Category (ytd):12
% Rank in Category (ytd):0.69%
Beta (3y):1.18
Morningstar Risk Rating:4

Fund Summary

The investment seeks to provide total return. The fund invests primarily in large cap companies, which are often market leaders in their industry with established operating records that the adviser believes are high-quality companies that may accelerate or grow their dividend payout ratio and that also demonstrate favorable prospects for total return. It normally invests at least 80% of its net assets in dividend-paying equity securities. Although the fund invests primarily in securities issued by large cap companies, it may invest in securities issued by companies of any size. View More
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