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Ivy Core Equity I (ICIEX) Fund Ranking and Research

Ranking, Research and Recommendation of Ivy Core Equity I (ICIEX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Ivy Core Equity I Fund (ICIEX) ManagerFund Manager - Erik R. Becker

Fund Manager Information

Fund Manager Tenure: 13.1 years
Similar Funds: ICFEX 
Fund Family: Ivy Funds
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.47)     (What does this score mean?)

 

Graph of Ivy Core Equity I Fund (ICIEX) ProfileIvy Core Equity I Fund (ICIEX) Profile

Fund Profile and Description

Ivy Core Equity I Fund seeks capital appreciation and income. Ivy Core Equity I Fund invests primarily at least 80% of net 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.

 

Ivy Core Equity I (ICIEX) Fund Strength What we like about Ivy Core Equity I (ICIEX) Fund

Data for Ivy Core Equity I Fund (ICIEX) as of May 30, 2016

  • Ivy Core Equity I Fund (ICIEX) management has been with Ivy Core Equity I Fund for 13.1 years
  • Ivy Core Equity I Fund (ICIEX) has good short-term performance (1-year return -1.58% vs -1.74% Large Growth category median performance)
  • Ivy Core Equity I Fund (ICIEX) ratio of up-years vs down years is greater than 2
  • Ivy Core Equity I Fund (ICIEX) has a lower expense ratio than its Large Growth average: 0.84% vs 1.17%
  • Ivy Core Equity I Fund (ICIEX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Ivy Core Equity I Fund (ICIEX) Weakness What we are cautious about Ivy Core Equity I (ICIEX) Fund

Data for Ivy Core Equity I Fund (ICIEX) as of May 30, 2016

  • Ivy Core Equity I Fund (ICIEX) has a less-than-ideal mid-term performance (3-year return 9.15% vs 10.74% Large Growth category median performance)
  • Ivy Core Equity I Fund (ICIEX) has a Morningstar rating of 3 and below
  • Ivy Core Equity I Fund (ICIEX) is less safe compared to its Large Growth peers
  • Ivy Core Equity I Fund (ICIEX) has an annual stock turnover rate of 62.00% that is higher than the Large Growth average of 50.46%. This could mean Ivy Core Equity I is more nimble, but also signal potential high tax impact and high trading fees
  • Ivy Core Equity I Fund (ICIEX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.87 that is higher than category average of 12.75
See Ivy Core Equity I Fund (ICIEX) performance details as of May 30, 2016

 

What do you think?

 

Compare Ivy Core Equity I Fund (ICIEX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Ivy Core Equity I1.61-1.589.1510.14
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare Ivy Core Equity I Fund (ICIEX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of Ivy Core Equity I Fund (ICIEX) Net Asset TrackingIvy Core Equity I (ICIEX) Fund Net Asset

Track net asset change of Ivy Core Equity I fund (ICIEX)

DateNet Asset
05/2016$1.13B
03/2016$1.08B
02/2016$1.12B
More historic net asset information on Ivy Core Equity I Fund (ICIEX)

  

Graph of Ivy Core Equity I Fund (ICIEX) Portfolio TrackingIvy Core Equity I (ICIEX) Fund Portfolio Allocation

Track portfolio allocation change of Ivy Core Equity I fund (ICIEX)

DateCashStockBondOther
03/20160%99.78%0.1%0.12%
12/20150%98.38%0.2%1.42%
09/20150%97.85%0.06%2.09%
Click here to see more historic asset allocation information on Ivy Core Equity I Fund (ICIEX)

 

graph of Ivy Core Equity I Fund (ICIEX) Top 10 Position TrackingTop 10 Holdings in Ivy Core Equity I (ICIEX) Fund

Discover what Ivy Core Equity I Fund (ICIEX) manager is buying

Mar 30, 2016
Philip Morris International Inc [4.19%]
Microsoft Corporation [4.05%]
Alphabet Inc. [3.67%]
Teva Pharmaceutical Industries [3.24%]
Applied Materials, Inc. [3.07%]
American Tower Corporation (REI [3.05%]
The Kraft Heinz Company [2.86%]
NXP Semiconductors N.V. [2.76%]
American International Group, I [2.75%]
Allergan plc Ordinary Shares [2.74%]

Dec 30, 2015
Microsoft Corporation [3.92%]
Teva Pharmaceutical Industries [3.83%]
Alphabet Inc. [3.83%]
Philip Morris International Inc [3.73%]
Citigroup, Inc. Common Stock [3.25%]
Allergan plc Ordinary Shares [3.07%]
Shire PLC ADR [3%]
Medtronic plc. Ordinary Shares [2.95%]
American International Group, I [2.89%]
American Tower Corporation (REI [2.78%]

Sep 29, 2015
Citigroup, Inc. Common Stock [3.94%]
Philip Morris International Inc [3.66%]
Alphabet Inc. [3.43%]
Microsoft Corporation [3.4%]
Allergan plc Ordinary Shares [3.34%]
Teva Pharmaceutical Industries [3.29%]
Shire PLC ADR [3.2%]
Medtronic plc. Ordinary Shares [2.86%]
American Tower Corporation (REI [2.71%]
Home Depot, Inc. (The) Common S [2.53%]
Click here for Stock Holding Change Map in Ivy Core Equity I Fund (ICIEX)

  

Latest News on Ivy Core Equity I (ICIEX) Fund

See what is happening with Ivy Core Equity I Fund (ICIEX)

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Ivy Core Equity I Fund (ICIEX) Related ResourcesSee more information on Ivy Core Equity I (ICIEX) Fund

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