3 / 5 Stars
3 2 3 1 3
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#54 in Small Value
U.S. News evaluated 113 Small Value 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 34.57 percent over the past year, 12.40 percent over the past three years, 8.30 percent over the past five years, and 9.94 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||16.8%|
|3 Years (Annualized)||12.4%|
|5 Years (Annualized)||8.3%|
|10 Years (Annualized)||9.9%|
The investment seeks to provide capital appreciation. The fund invests primarily in various types of equity securities of small cap companies that the manager believes are undervalued. Under normal circumstances, at least 80% of its net assets will be invested, at the time of purchase, in common stocks of small cap companies. Small cap companies typically are companies with market capitalizations below $3.5 billion at the time of acquisition.
Fees are Average compared to funds in the same category.
Ivy Small Cap Value Fund has an expense ratio of 1.67 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.