Ivy Global Natural Resources A (IGNAX)
17.57
0.16(0.90%) May 22
| Prev Close: | 17.73 |
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| YTD Return*: | 5.13% |
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| Net Assets*: | 2.59B |
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| Yield*: | 0.17% |
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* As of 31-Mar-13
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Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 2.59B |
| Category: | Natural Resources |
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| Annual Report Expense Ratio (net): | 1.41% |
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Performance & Risk
| YTD Return: | 5.13% |
| 5y Avg Return: | -6.98% |
| Rank in Category (ytd): | 24 |
| % Rank in Category (ytd): | 15.19% |
| Beta (3y): | 1.46 |
| Morningstar Risk Rating: | 5 |
Fund Summary
The investment seeks to provide capital growth and appreciation.
The fund invests normally at least 80% of net assets in equity securities of companies throughout the world that own, explore or develop natural resources and other basic commodities or supply goods and services to such companies. It seeks to be diversified internationally and therefore invests in foreign companies and domestic companies that have principal operations in foreign jurisdictions.
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