Ivy Cundill Global Value C
6300 Lamar Avenue P. O. Box 29217 Overland Park KS 66202
Map
Phone: 800-777-6472
| Category: | Foreign Large Value | | Fund Family: | Ivy Funds | | Net Assets: | 66.24M | | Year-to-Date Return: | -18.35% | | Yield: | 0.63% | | Morningstar Rating: |  | | Fund Inception Date: | 19-Oct-01 |
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F. Peter Cundill
Lead Manager since
19-Apr-00 | | | Peter Cundill is the CIO of The Cundill Division. His name has been synonymous with value investing for over 40 years. World renowned as a contrarian investor, Peter employs the highly successful Graham value methodology. He travels widely, visiting many countries and companies in search of the worlds best value opportunities. While carefully incorporating a margin of safety, Peter has become an acknowledged leader in special situations investing. Holding the designations of both CA and CFA. |
| Min Initial Investment: | $500 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks to provide long-term capital growth. Any income realized will be incidental. The fund invests primarily in equity securities (including common stock, preferred stock and securities convertible into common stock) throughout the world, including emerging market countries. It may invest in issuers located in any country, in a company of any size and in issuers of any industry. The fund may use certain derivative investment techniques. |
| Last Dividend
(13-Dec-07):
| 0.08 | | Last Cap Gain
(13-Dec-07):
| 1.31 | | Annual Holdings Turnover
| 39.00% | | Average for Category:
| 45.36% |
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| Expense | ICDCX | Category
Avg | | Total Expense Ratio: | 2.25%
| 1.38% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.44% | | Max Deferred Sales Load: | 1.00%
| 2.55% | | 3 Yr Expense Projection*: |
$703 | $600 | | 5 Yr Expense Projection*: |
$1,205 | $953 | | 10 Yr Expense Projection*: |
$2,585 | $1,908 |
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