Ivy Science and Technology Fund

Scorecard
4 / 5 Stars
Lipper
5 5 3 1 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B (Buy)

U.S. News evaluated 50 Technology 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 33.72 percent over the past year, 21.96 percent over the past three years, 21.21 percent over the past five years, and 13.55 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 5.7%
1 Year 33.7%
3 Years (Annualized) 22.0%
5 Years (Annualized) 21.2%
10 Years (Annualized) 13.6%

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Summary

The investment seeks to provide growth of capital. The fund invests primarily in the equity securities of science and technology companies around the globe. Under normal circumstances, it invests at least 80% of its net assets in securities of science or technology companies. The fund may invest in securities issued by companies of any size, and may invest without limitation in foreign securities, including securities of issuers within emerging markets.

Fees

Fees are Low compared to funds in the same category.
Ivy Science and Technology Fund has an expense ratio of 1.43 percent.

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Risk

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

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See Also:

Top Ivy Funds Funds