Ivy European Opportunities B
6300 Lamar Avenue P. O. Box 29217 Overland Park KS 66202
Map
Phone: 800-777-6472
| Category: | Europe Stock | | Fund Family: | Ivy Funds | | Net Assets: | 24.84M | | Year-to-Date Return: | -17.23% | | Yield: | 0.46% | | Morningstar Rating: |  | | Fund Inception Date: | 25-May-99 |
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Paul Casson
Lead Manager since
01-Apr-06 | | | Paul Casson is an Associate Director of Pan-European Equities at Henderson Global Investors of London, England. Paul joined Henderson in October 2005 to become a senior portfolio manager on their European mandates. Prior to joining Henderson, Paul managed all European portfolios at SVM Asset Management of Edinburgh, Scotland, where he joined in 2001. Paul gained investment experience as an investment analyst on Martin Curries Pan European desk and has an accounting background with training at KPMG. |
| 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 long-term capital growth. The fund invests normally at least 80% of assets in the equity securities (including common stock, preferred stock and securities convertible into common stock) of European companies of any size, which may include large European companies, or European companies of any size that provide special investment opportunities, small-capitalization companies in the more developed markets of Europe and companies operating in Europe's emerging markets. |
| Last Dividend
(13-Dec-07):
| 0.16 | | Last Cap Gain
(13-Dec-07):
| 4.00 | | Annual Holdings Turnover
| 65.00% | | Average for Category:
| 110.56% |
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| Expense | IEOBX | Category
Avg | | Total Expense Ratio: | 2.35%
| 1.63% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.34% | | Max Deferred Sales Load: | 5.00%
| 2.66% | | 3 Yr Expense Projection*: |
$1,039 | $733 | | 5 Yr Expense Projection*: |
$1,365 | $1,139 | | 10 Yr Expense Projection*: |
$2,520 | $2,229 |
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