1 / 5 Stars
1 1 1 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
1 / 5 Stars
#148 in Foreign Large Blend
U.S. News evaluated 209 Foreign Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 10.56 percent over the past year, 2.41 percent over the past three years, and 15.85 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.7%|
|3 Years (Annualized)||2.4%|
|5 Years (Annualized)||15.9%|
|10 Years (Annualized)||N/A|
The investment seeks to provide capital growth and appreciation. The fund enables investors to own a portfolio of stocks of European and Asian companies by investing primarily in Class I shares of Ivy European Opportunities Fund and Ivy Pacific Opportunities Fund (each, an underlying fund). Each underlying fund, in turn, invests in a diversified portfolio of primarily foreign equity securities of issuers located/operating within Europe and Asia, respectively. The adviser believes that these regions can complement one another in seeking to achieve the fund's objective.
Fees are Average compared to funds in the same category.
Ivy Managed European/Pacific Fund has an expense ratio of 0.61 percent.
Risk is High compared to funds in the same category according to Morningstar.