Ivy Core Equity Fund

Scorecard
3 / 5 Stars
Lipper
4 4 4 1 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B (Buy)

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.

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Performance

The fund has returned 27.42 percent over the past year, 13.70 percent over the past three years, 22.04 percent over the past five years, and 8.07 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 2.2%
1 Year 27.4%
3 Years (Annualized) 13.7%
5 Years (Annualized) 22.0%
10 Years (Annualized) 8.1%

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Summary

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

Fees are Above Average compared to funds in the same category.
Ivy Core Equity Fund has an expense ratio of 2.24 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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