Ivy Dividend Opportunities Y
6300 Lamar Avenue P. O. Box 29217 Overland Park KS 66202
Map
Phone: 800-777-6472
| Category: | Large Blend | | Fund Family: | Ivy Funds | | Net Assets: | 23.09M | | Year-to-Date Return: | -11.61% | | Yield: | 0.80% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Jul-03 |
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David P. Ginther
Lead Manager since
01-Jul-03 | | | Ginther is vice president of Ivy Investment Management Company and Waddell & Reed Investment Management Company, vice president of Ivy Funds, Inc., and portfolio manager for other investment companies. Ginther has been an employee of WRIMCO since 1995. He is the Certified Public Accountant designation. |
| Min Initial Investment: | $10,000,000 | | 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 to provide total return. The fund invests primarily in dividend-paying common stocks that demonstrate favorable prospects for long-term capital growth. It invests normally at least 80% of assets in dividend-paying equity securities of domestic and, to a lesser extent, foreign companies, which may include without limitation dividend-paying common stocks, preferred stocks or convertible preferred stocks. Although the fund invests primarily in large cap companies, it may invest in companies of any size. |
| Last Dividend
(12-Jun-08):
| 0.01 | | Last Cap Gain
(13-Dec-07):
| 0.18 | | Annual Holdings Turnover
| 30.00% | | Average for Category:
| 71.12% |
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| Expense | IVDYX | Category
Avg | | Total Expense Ratio: | 1.26%
| 1.11% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.19% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$400 | $576 | | 5 Yr Expense Projection*: |
$692 | $875 | | 10 Yr Expense Projection*: |
$1,523 | $1,735 |
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0.11% Nasdaq 
0.36%
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