Ivy Core Equity E
6300 Lamar Ave Overland Park KS 66202
Map
Phone: 800-777-6472
| Category: | Large Growth | | Fund Family: | Ivy Funds | | Net Assets: | 720.00K | | Year-to-Date Return: | -9.96% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 02-Apr-07 |
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Gustaf C. Zinn
Lead Manager since
31-Jul-03 | | | Zinn has been an employee of WRIMCO since 1998 and had served as assistant portfolio manager for funds managed by IICO and WRIMCO since July 2003, in addition to his duties as a research analyst. Zinn has been appointed vice president of IICO and WRIMCO. Zinn holds the Chartered Financial Analyst designation. |
| 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 capital appreciation and income. The fund invests primarily at least 80% of assets in equity securities, primarily in common stocks of large cap U.S. and foreign companies with dominant market positions in their industries. Although it typically invests in large companies, the fund may invest in securities of any size company. The fund may invest up to 10% of assets in foreign securities. |
| Last Dividend
| N/A | | Last Cap Gain
(13-Dec-07):
| 0.95 | | Annual Holdings Turnover
| 81.00% | | Average for Category:
| 98.32% |
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| Expense | ICFEX | Category
Avg | | Total Expense Ratio: | 1.80%
| 1.35% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$1,128 | $622 | | 5 Yr Expense Projection*: |
$1,556 | $957 | | 10 Yr Expense Projection*: |
$2,741 | $1,889 |
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5.11% Nasdaq 
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