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Ivy European Opportunities R (IYEUX)

29.08 Up 0.26(0.90%) Aug 21
Prev Close:29.08
YTD Return*:-2.59%
Net Assets*:200.05M
Yield*:0.27%

* As of 31-Jul-14

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

Headlines

  • No Headlines available for IYEUX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SHPGF.L3.6477.75
AXAHF.PA2.36-12.56
ARZTF2.0125.90
BTVCF.L2.0022.70
ASHTF.L2.0020.04

Fund Basics

Morningstar Overall Rating:
Total Assets:200.05M
Category:Europe Stock
Annual Report Expense Ratio (net):1.79%

Performance & Risk

YTD Return:-2.59%
5y Avg Return:8.39%
Rank in Category (ytd):72
% Rank in Category (ytd):70.59%
Beta (3y):0.98
Morningstar Risk Rating:3

Fund Summary

The investment seeks to provide growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets, plus any borrowings for investment purposes, in the equity securities of European companies. While the fund tends to favor securities issued by large capitalization European companies, it may invest in securities issued by European companies of any size that provide investment opportunities. The fund typically invests in companies located in the more developed markets of Europe, but also may, to a lesser extent, invest in issuers located or doing business in European countries with new or comparatively underdeveloped economies. View More
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