2 / 5 Stars
2 2 1 2 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 31 Pacific/Asia ex-Japan Stk 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 3.49 percent over the past year, -2.17 percent over the past three years, 13.88 percent over the past five years, and 8.06 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.6%|
|3 Years (Annualized)||-2.2%|
|5 Years (Annualized)||13.9%|
|10 Years (Annualized)||8.1%|
The investment seeks to provide growth of capital. The fund will normally invest at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities, primarily common stock, of companies (i) from countries considered to be emerging market countries or (ii) that are economically linked to emerging market countries.
Fees are High compared to funds in the same category.
Ivy Pacific Opportunities Fund has an expense ratio of 2.53 percent.
Risk is Average compared to funds in the same category according to Morningstar.