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    Ivy Tax-Managed Equity I (WYTMX)

    19.32 Up 0.10(0.52%) May 27
    Prev Close:19.22
    YTD Return*:-4.11%
    Net Assets*:119.37M
    Yield*:N/A

    * As of 30-Apr-16

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

    Headlines

    • No Headlines available for WYTMX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AMZN4.52N/A
    AGN4.13N/A
    AAPL3.75N/A
    GOOGL3.55N/A
    FB3.54N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:119.37M
    Category:Large Growth
    Annual Report Expense Ratio (net):1.04%

    Performance & Risk

    YTD Return:-4.11%
    5y Avg Return:10.23%
    Rank in Category (ytd):69
    % Rank in Category (ytd):4.08%
    Beta (3y):1.05
    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, it invests at least 80% of its net assets in equity securities. View More
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