Ivy Global Equity Income Fund

U.S. News evaluated 304 World Stock 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 19.47 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 1.8%
1 Year 19.5%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to provide total return through a combination of current income and capital appreciation. The fund invests principally in equity securities issued by companies located largely in developed markets, of any size, that the manager believes will be able to generate a reasonable level of current income for investors given current market conditions and that demonstrate favorable prospects for total return. It focuses on companies that the manager believes have the ability to maintain and/or grow their dividends while providing capital appreciation over the long-term. The fund normally invests at least 80% of its net assets in equity securities.

Fees

Fees are Above Average compared to funds in the same category.
Ivy Global Equity Income Fund has an expense ratio of 1.29 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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