Ivy International Growth I
6300 Lamar Avenue P. O. Box 29217 Overland Park KS 66202
Map
Phone: 800-777-6472
| Category: | Foreign Large Blend | | Fund Family: | Ivy Funds | | Net Assets: | 22.74M | | Year-to-Date Return: | -19.72% | | Yield: | 0.53% | | Morningstar Rating: | N/A | | Fund Inception Date: | 02-Apr-07 |
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Thomas A. Mengel
Lead Manager since
17-Dec-02 | | | Mengel has been an employee of WRIMCO and has held his responsibilities for International Growth Portfolio since May 1996. He is senior vice president of WRIMCO and IICO, vice president of the Fund and vice president of other investment companies for which WRIMCO or IICO serves as investment manager. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term growth; current income is a secondary consideration. The fund invests primarily in common stocks of foreign companies that have the potential for long-term growth represented by economic expansion within a country or region, as well as the privatization and/or restructuring of particular industries. It primarily invests in issuers of developed countries, and may invest in companies of any size. The fund invests normally at least 80% of assets in equity securities principally traded in European, Pacific Basin and Latin American markets. |
| Last Dividend
(13-Dec-07):
| 0.17 | | Last Cap Gain
(22-Dec-00):
| 8.60 | | Annual Holdings Turnover
| 103.00% | | Average for Category:
| 77.39% |
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| Expense | IGIIX | Category
Avg | | Total Expense Ratio: | 1.15%
| 1.42% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.35% | | Max Deferred Sales Load: | 0.00%
| 2.75% | | 3 Yr Expense Projection*: |
$365 | $661 | | 5 Yr Expense Projection*: |
$633 | $1,007 | | 10 Yr Expense Projection*: |
$1,398 | $1,985 |
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