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Delaware Ivy International Core Equity Fund;A

NAS: IVIAX

GO
/zigman2/quotes/204541858/realtime

$

14.93

Change

-0.23 -1.52%

Sep 29, 2022

YTD return

-26.94%

5 yr avg return

-1.94%

Total net assets

267.70M

52 week low

52 week high

$14.90

$23.10

Yield

3.02%

Fees & Expenses

Front load

5.75%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

1.23%

12 b-1

0.20%

Turnover

71.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

0.50

Dividend freq.

Annually

Capital gain (2021)

n/a

Capital gain (YTD)

n/a

Risk Measures

Alpha

-0.69

Beta

0.90

Standard deviation

5.54

R. squared

0.78

Min. Investment

Standard (taxable)

750

IRA

n/a

Compare:
Indexes
  • Dow(INDU) INDU
  • Nasdaq (COMP) COMP
  • S&P 500 (SPX) SPX
  • Global Dow (GDOW) GDOW
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MarketWatch News on IVIAX

  1. The Big Picture

    1:10 a.m. July 18, 2015

    - Barron's Online

  2. 10 Stocks That Will Gain From Global Growth

    10:49 a.m. May 28, 2014

    - Barron's Online

  3. Fund managers expect gains for Japanese stocks

    8:17 p.m. Nov. 27, 2006

    - Murray Coleman

  4. Ivy fund manager focused on Spanish stocks

    12:17 p.m. May 26, 2005

    - John Ittner

Lipper Leader

Total Return: 2 Consistent Return: 3 Preservation: 2 Tax Efficiency: 2 Expense: 2

YTD Lipper Ranking: Quintile 3 (59th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD -26.94% -25.21% -22.70% 59% 3
1yr -25.40% -23.11% -15.20% 62% 4
3yr -1.69% -0.36% 8.90% 67% 4
5yr -1.94% -0.57% 9.60% 79% 4
10yr 3.52% 3.06% 11.9% 44% 3

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$30,275

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

International Large-Cp Core Fds

Fund family

Ivy Funds

Fund status

Open

Fund inception

May 13, 1997

Manager

Brundige/Kapoor/John

Investment Policy

The Fund seeks to provide long-term capital growth primarily through investments in equity securities that are traded in European, Pacific Basin, and Latin American Markets.

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Other News on IVIAX

Link to MarketWatch's Slice.