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    Ivy Small Cap Value C (IYSCX)

    15.48 Up 0.02(0.13%) Jul 31
    Prev Close:15.46
    YTD Return*:0.06%
    Net Assets*:289.41M
    Yield*:N/A

    * As of 30-Jun-15

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

    Headlines

    • No Headlines available for IYSCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SMG4.64N/A
    CKEC4.17N/A
    KKD3.69N/A
    MATX3.61N/A
    WBS2.87N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:289.41M
    Category:Small Value
    Annual Report Expense Ratio (net):2.21%

    Performance & Risk

    YTD Return:0.06%
    5y Avg Return:12.87%
    Rank in Category (ytd):86
    % Rank in Category (ytd):19.59%
    Beta (3y):1.02
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks to provide capital appreciation. The fund seeks to achieve its objective by investing primarily in various types of equity securities of small capitalization companies that Ivy Investment Management Company (IICO), the fund's investment manager, believes are undervalued. Under normal circumstances, at least 80% of the fund's net assets, plus any borrowings for investment purposes, will be invested, at the time of purchase, in common stocks of small capitalization companies. View More
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