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
  • $12.85
    -0.02
  • 52 Week HL
  • $13.51 - $9.93
  • 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
8.5 % YTD

  • 3 Year
  • 39.65%
  • 5 Year
  • 47.54%
  • Best
  • 37.85%
    2009
  • Worst
  • -40.33%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
IVTYX 0%16%29%-6%19%8%-1%14%29%13%0%
S&P 500 18%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% -25.3% 10.3% -0.2% 8.1% -3.4% 4.7% -0.6% 0.6% 11.7% -
Q2 5.8% 20.4% 0.3% -1.1% 4.9% -1% 1.7% 5.1% -2.7% -7.3% -
Q3 -3.7% 8.4% -1.9% 1.2% 5.8% 6.5% -11.7% -4% 7.5% 5.9% -
Q4 -0.8% 16.6% 2.5% -13.7% 3.8% -0.8% 4.5% -0.3% 9.5% 4.8% -

Returns +
M

J F M A M J J A S O N D
2021 0.6% 2.8% 2% 2.8% 3.4% -0.5% -2.5% 2.4% -3.6% 1% - -
2020 -3.2% -6.7% -17.4% 9% 5.6% 4.6% 5.4% 5.7% -2.7% -1.7% 12.8% 5.1%

Annual Return

Index Comparison

Alpha

NAV