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  •  Dow Down 0.74% Nasdaq Down 0.51%

    Ivy Tax-Managed Equity I (WYTMX)

    19.80 Down 0.10(0.50%) Mar 3
    Prev Close:19.80
    YTD Return*:-1.13%
    Net Assets*:74.14M
    Yield*:N/A

    * As of 31-Jan-15

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

    Headlines

    • No Headlines available for WYTMX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    LB4.13-1.96
    AAPL3.917.47
    Toyota Mtr Cr FRN3.46-2.62
    V3.26-3.51
    MA3.023.86

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:74.14M
    Category:Large Growth
    Annual Report Expense Ratio (net):1.15%

    Performance & Risk

    YTD Return:-1.13%
    5y Avg Return:14.47%
    Rank in Category (ytd):29
    % Rank in Category (ytd):1.64%
    Beta (3y):1.02
    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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