Ivy Small Cap Value Fund

U.S. News evaluated 122 Small 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 21.59 percent over the past year, 13.02 percent over the past three years, 17.15 percent over the past five years, and 7.79 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 5.9%
1 Year 21.6%
3 Years (Annualized) 13.0%
5 Years (Annualized) 17.1%
10 Years (Annualized) 7.8%

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Summary

The investment seeks to provide capital appreciation. The fund invests primarily in various types of equity securities of small capitalization companies that the adviser 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 capitalization companies typically are companies with market capitalizations within the range of companies in the Russell 2000 Value Index at the time of acquisition.

Fees

Fees are Low compared to funds in the same category.
Ivy Small Cap Value Fund has an expense ratio of 1.70 percent.

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Risk

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

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See Also:

Top Ivy Funds Funds