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Delaware Ivy Systematic Emerging Markets Equity Fund (IYPCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
16.75+0.13 (+0.78%)
At close: 08:00PM EDT
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Delaware Ivy Systematic Emerging Markets Equity Fund

Overland Park, KS 66202

6300 Lamar Ave

Ivy Funds Inc

Management Information
,Lead Manager since November 14, 2021
Benjamin Leung, CFA Managing Director, Co-Head of Systematic Investments, Head of Research Benjamin Leung is the co-head of the Macquarie Systematic Investments (MSI) team, a role he assumed in August 2014. In addition to the day-to-day management of the global portfolios, he is also the head of research, responsible for driving the continual evolution of the systematic investment process. Leung joined the MSI team in May 2005 as a quantitative analyst, where his responsibilities included the development and maintenance of various quantitative models. Following his successful efforts to expand the quantitative capability to international markets, he formed the foundation of the current systematic investment approach. Prior to joining the MSI team, he worked as a software engineer for Macquarie’s Investment Banking Group Information Services Division in Sydney. Leung received a Bachelor of Engineering with Honours and a Masters in Commerce from the University of New South Wales.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryDiversified Emerging Mkts
Fund FamilyDelaware Funds by Macquarie
Net Assets894.81M
YTD Return3.33%
Yield0.90%
Morningstar Rating★★★
Inception DateApr 1, 2007

Fund Operations

Last Dividend0.17
Last Cap Gain18.00
Holdings Turnover38.00%
Average for CategoryN/A

Fees & Expenses

ExpenseIYPCXCategory Average
Annual Report Expense Ratio (net)0.80%1.23%
Prospectus Net Expense Ratio0.80%N/A
Prospectus Gross Expense Ratio1.08%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.18%
Max Deferred Sales LoadN/A1.16%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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