Bulletin
Investor Alert

IVA Worldwide Fund;A

NAS: IVWAX

GO
/zigman2/quotes/200320416/realtime

$

17.14

Change

-0.25 -1.45%

Apr 16, 2021

YTD return

n/a

5 yr avg return

n/a

Total net assets

n/a

52 week low

52 week high

$17.14

$18.35

Yield

n/a

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

n/a

12 b-1

n/a

Turnover

n/a

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

n/a

Dividend freq.

n/a

Capital gain (2021)

n/a

Capital gain (YTD)

n/a

Risk Measures

Alpha

n/a

Beta

n/a

Standard deviation

n/a

R. squared

n/a

Min. Investment

Standard (taxable)

n/a

IRA

n/a

Compare:
Indexes
  • Dow(INDU) INDU
  • Nasdaq (COMP) COMP
  • S&P 500 (SPX) SPX
  • Global Dow (GDOW) GDOW
1d
5d
3m
6m
1y
3y
5y
/news/latest/company/us/ivwax

MarketWatch News on IVWAX

  1. Venerated International Value Shop IVA Shuts Down

    7:11 p.m. March 11, 2021

    - Barron's Online

  2. What’s happened to value stocks?

    1:47 p.m. May 16, 2020

    - Brett Arends

  3. The Best Foreign Value Funds Are Buying These Stocks

    1:24 p.m. Dec. 24, 2018

    - Barron's Online

  4. A Stockpicker Gets Ready for a Time to Buy

    4:33 p.m. Sept. 7, 2018

    - Barron's Online

  5. Chiron’s “Quantamental” Strategy Yields Big Gains

    1:56 a.m. Dec. 2, 2017

    - Barron's Online

  6. Why “Clone” Funds Won’t Go Extinct

    1:14 p.m. Oct. 25, 2016

    - Barron's Online

  7. Value Managers Bemoan Lack of True Bargains

    12:00 a.m. July 16, 2016

    - Barron's Online

  8. A Value-Fund Star Likes Gold and Cash Now

    1:45 p.m. April 15, 2016

    - Barron's Online

  9. A Respected Value Shop Sees Few Stock Bargains

    1:37 p.m. Jan. 7, 2016

    - Barron's Online

  10. Stick to Funds From Fund Companies

    2:05 a.m. Nov. 14, 2015

    - Barron's Online

  11. What Does Fund Star Charles de Vaulx Like?

    7:38 a.m. June 6, 2014

    - Barron's Online

  12. Expensive Stocks, Tarnished Gold?

    8:26 p.m. Aug. 5, 2013

    - Barron's Online

  13. Give family firms a place at your investment table

    1:18 p.m. Jan. 7, 2013

    - Jonathan Burton

  14. Ways to Play American Exceptionalism

    2:36 p.m. Aug. 13, 2012

    - Barron's Online

  15. A nation of suckers

    1:00 a.m. Nov. 16, 2011

    - Brett Arends

  16. 5 money moves one gold bug is making now

    12:01 a.m. May 13, 2011

    - Jonathan Burton

  17. 4 big risks to your investments now

    8:01 p.m. May 2, 2011

    - Jonathan Burton

  18. Japan stock funds stand out in 2010 first half

    12:01 a.m. July 2, 2010

    - Sam Mamudi

  19. The Eclectic Art of Valuation

    9:50 p.m. May 24, 2010

    - Barron's Online

  20. Loading more headlines...

Lipper Leader

Total Return: NA Consistent Return: NA Preservation: NA Tax Efficiency: NA Expense: NA

YTD Lipper Ranking: Quintile n/a (n/a)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD n/a n/a n/a n/a 0
1yr n/a n/a n/a n/a 0
3yr n/a n/a n/a n/a 0
5yr n/a n/a n/a n/a 0
10yr n/a n/a n/a n/a 0

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$0

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

n/a

Fund family

n/a

Fund status

n/a

Fund inception

January 1, 0001

Manager

n/a

Investment Policy

n/a

Top Holdings

/news/nonmarketwatch/company/us/ivwax

Other News on IVWAX

  1. IVA Worldwide Fund Class A Q2 2019 Investor Letter

    5:50 p.m. July 24, 2019

    - Seeking Alpha

  2. IVA Funds Year In Review 2018

    3:20 a.m. Jan. 16, 2019

    - Seeking Alpha

  3. With Stocks So High, Should Investors Move to Cash?

    2:32 a.m. Aug. 4, 2014

    - The Wall Street Journal Interactive Edition

  4. After the Rally: Managers Play Defense

    5:03 p.m. March 31, 2014

    - The Wall Street Journal Interactive Edition

  5. Expensive Stocks, Tarnished Gold?

    8:25 p.m. Aug. 5, 2013

    - Barrons.com

  6. New Guru Added: Charles de Vaulx

    11:20 a.m. April 30, 2013

    - GuruFocus.com

  7. Stocks or Bonds? Some Managers Go Both Ways

    2:43 p.m. March 6, 2013

    - The Wall Street Journal Interactive Edition

  8. Ways to Play American Exceptionalism

    2:36 p.m. Aug. 13, 2012

    - Barrons.com

  9. When 'Go Anywhere' Investing Goes Awry

    4:02 p.m. Aug. 5, 2012

    - The Wall Street Journal Interactive Edition

  10. Seeking Bargains in Japan

    5:25 p.m. April 4, 2012

    - The Wall Street Journal Interactive Edition

  11. Hey, Want to Try My Fund?

    12:40 a.m. Dec. 10, 2011

    - The Wall Street Journal Interactive Edition

  12. Hedging Your Dollar Exposure

    6:33 p.m. June 24, 2011

    - The Wall Street Journal Interactive Edition

  13. Funds With Maximum Flexibility

    9:21 a.m. June 3, 2011

    - The Wall Street Journal Interactive Edition

  14. Stress-Test Your Portfolio

    9:24 p.m. May 1, 2011

    - The Wall Street Journal Interactive Edition

  15. A Just-in-Case Portfolio

    5:19 p.m. March 7, 2011

    - The Wall Street Journal Interactive Edition

  16. Buffering Your Portfolio Against A September Market Slide

    5:51 p.m. Sept. 3, 2009

    - The Wall Street Journal Interactive Edition

Link to MarketWatch's Slice.