Mutual Funds - Profile

Ivy Managed International Opportunities Fund

INT > Multi-Cap > Core

Rank

Universe Rank

Summary

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

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

As part of its process, the investment team employs a fund-of-funds strategy.

Next, the research team invests primarily in Class N shares of certain Ivy Funds global/international mutual funds.

Each underlying Ivy Fund, in turn, invests in a diversified portfolio of foreign equity securities of issuers in developed as More

Price

  • Last Close
  • $12.6
    -0.12
  • 52 Week HL
  • $13.14 - $9.61
  • Net Assets
  • $182.4 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Dec 31, 2020

Top 10 Holdings
Mar 18, 2021

Company Holding
Company Holding
Total 0%

Manager

  • Name
  • John C. Maxwell
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
- YTD

  • 3 Year
  • 31.47%
  • 5 Year
  • 45.23%
  • Best
  • 36.6%
    2009
  • Worst
  • -40.91%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
IVTBX 0%16%29%-6%19%8%-1%14%29%13%0%
S&P 500 21%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 5.5% -26.3% 10.3% -0.4% 8% -3.8% 4.5% -0.9% 0.3% 11.6% -
Q2 5.7% 21.1% - -1.4% 4.7% -1.2% 1.6% 5% -2.9% -7.6% -
Q3 -4% 8.4% -2.2% 1% 5.6% 6.5% -12.1% -4.4% 7.4% 5.8% -
Q4 1% 17.5% 2.9% -14.3% 3.8% -1.1% 4.3% -0.6% 9.4% 4.7% -

Returns +
M

J F M A M J J A S O N D
2021 0.5% 2.8% 2% 2.8% 3.4% -0.6% -2.6% 2.3% -3.7% 3.5% - -
2020 -3.4% -6.9% -18.1% 9.2% 5.9% 4.7% 5.5% 5.8% -2.9% -1.8% 13.2% 5.8%

Annual Return

Index Comparison

Alpha

NAV