Mutual Funds - Profile

Ivy Accumulative Fund

US > Multi-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital growth and appreciation by investing in companies across any size in the United States.

The investment process is designed to highlight high-quality companies in the benchmark index exhibiting attractive long-term investment potential.

The research team screens growth-oriented companies whose revenue, earnings and/or cash flow are likely to grow faster than the economy.

Next the team looks at a number of factors in selecting securities, including stability and predictability of earnings growth, acceleration of earnings and/or revenue, improvement in profitability and market share, and sustainable generation of cash flows from More

Price

  • Last Close
  • $11.78
    -0.45
  • 52 Week HL
  • $14.61 - $11.68
  • Net Assets
  • $2000 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 17, 2021

Top 10 Holdings
Mar 17, 2021

Company Holding
Company Holding
Total 0%

Documents

  • Prospectus
  • Annual Reports

Performance
-13.1 % YTD

  • 3 Year
  • 15.3%
  • 5 Year
  • 0%
  • Best
  • 37.13%
    2020
  • Worst
  • -13.14%
    2022

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
IATAX -1%24%19%29%-7%19%10%-1%10%31%14%
S&P 500 -1%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -10.1% 0.9% -14.9% 17.6% - - - - - - -
Q2 - 8.7% 28.1% 5.2% 7.6% - - - - - -
Q3 - 3.5% 13.9% -3.9% 7.1% - - - - - -
Q4 - -11.3% 10.5% 0.4% -14.4% - - - - - -

Returns +
M

J F M A M J J A S O N D
2022 -13.1% - - - - - - - - - - -
2021 -0.9% 4.7% -2.8% 5.9% -3.3% 6.2% 0.6% 1.4% 1.5% 1.1% -2.9% -13.3%

Annual
Return

Index Comparison

Alpha

NAV