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    Ivy Tax-Managed Equity I (WYTMX)

    20.08 Up 0.02(0.10%) Jul 2
    Prev Close:20.06
    YTD Return*:7.20%
    Net Assets*:81.78M
    Yield*:N/A

    * As of 31-May-15

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

    Headlines

    • No Headlines available for WYTMX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Toyota Mtr Cr FRN5.58N/A
    AAPL4.34N/A
    ACT.IR3.98N/A
    LB3.60N/A
    AMZN3.35N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:81.78M
    Category:Large Growth
    Annual Report Expense Ratio (net):1.04%

    Performance & Risk

    YTD Return:7.20%
    5y Avg Return:16.10%
    Rank in Category (ytd):17
    % Rank in Category (ytd):0.97%
    Beta (3y):0.98
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks to provide growth of capital while minimizing taxable gains and income to shareholders. The fund seeks to achieve its objective by investing primarily in a diversified portfolio of common stocks of companies that Ivy Investment Management Company (IICO), the fund's investment manager, considers to be high in quality and attractive in their long-term investment potential. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. View More
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