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Delaware Ivy Global Equity Income Fund Class B (IBIBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
14.20+0.06 (+0.42%)
At close: 06:45PM EST

Delaware Ivy Global Equity Income Fund Class B

Ivy Funds Inc

6300 Lamar Ave

Overland Park, KS 66202

Management Information
Klaus Saustrup Petersen,Lead Manager since November 14, 2021
Klaus Petersen is a portfolio manager for the firm’s Global Equity team. He joined Macquarie Investment Management (MIM) in June 2018. Petersen has been a portfolio manager since 2006. Previously, he worked for ATP, Denmark’s largest pension fund, beginning in 1999 as a senior portfolio manager and later in the role as team leader of the technology, media, and telecommunications team. He joined Codan Bank in 1996, first as a senior sales analyst and later as a senior portfolio manager.
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Morningstar Category
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Fund Overview

CategoryWorld Large-Stock Value
Fund FamilyDelaware Funds by Macquarie
Net Assets591.46M
YTD Return12.47%
Morningstar Rating★★★
Inception DateJun 3, 2012

Fund Operations

Last Dividend0.14
Last Cap Gain0.00
Holdings Turnover39.00%
Average for CategoryN/A

Fees & Expenses

ExpenseIBIBXCategory Average
Annual Report Expense Ratio (net)1.92%1.07%
Prospectus Net Expense Ratio1.92%N/A
Prospectus Gross Expense Ratio2.11%N/A
Max 12b1 Fee1.00%N/A
Max Front End Sales LoadN/A5.24%
Max Deferred Sales Load5.00%1.19%
3 Yr Expense Projection943N/A
5 Yr Expense Projection1,217N/A
10 Yr Expense Projection2,204N/A