3 / 5 Stars
5 5 5 2 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#176 in Large Growth
U.S. News evaluated 466 Large Growth 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 28.63 percent over the past year, 14.88 percent over the past three years, 23.35 percent over the past five years, and 9.13 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.4%|
|3 Years (Annualized)||14.9%|
|5 Years (Annualized)||23.4%|
|10 Years (Annualized)||9.1%|
The investment seeks capital growth and appreciation. The fund invests, under normal circumstances, at least 80% of its net assets in equity securities; primarily in common stocks of large cap companies that the adviser believes have dominant market positions in their industries. Large cap companies typically are companies with market capitalizations of at least $10 billion at the time of acquisition. It invests in securities that have the potential for capital appreciation, or that the adviser expects to resist market decline.
Fees are Average compared to funds in the same category.
Ivy Core Equity Fund has an expense ratio of 1.23 percent.
Risk is Average compared to funds in the same category according to Morningstar.