Ivy Value Fund

U.S. News evaluated 329 Large Value 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 22.13 percent over the past year, 12.25 percent over the past three years, 20.57 percent over the past five years, and 6.92 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 2.2%
1 Year 22.1%
3 Years (Annualized) 12.3%
5 Years (Annualized) 20.6%
10 Years (Annualized) 6.9%

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Summary

The investment seeks to provide capital appreciation. The fund invests in the common stocks of primarily large capitalization companies that the manager believes are undervalued, trading at a significant discount relative to the intrinsic value of the company and/or is out of favor in the financial markets but have a favorable outlook for capital appreciation. Although the fund primarily invests in securities issued by large cap companies (typically, companies with market capitalizations of at least $10 billion at the time of acquisition), it may invest in securities issued by companies of any size.

Fees

Fees are Low compared to funds in the same category.
Ivy Value Fund has an expense ratio of 1.55 percent.

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Risk

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

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