Mutual Fund Insights: Ivy European Opportunities A Fund (IEOAX)

In-depth Analysis of Ivy European Opportunities A Fund (IEOAX)

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See Ivy European Opportunities A Fund (IEOAX) performance details as of January 31, 2010

  

Last Trade: $20.90 on 3/9/2010, Change: -0.06 (-0.29%)

  

Fund Manager - Thomas A. Mengel

Fund Manager Tenure: 0.7 years   [Similar Funds: IEOBX  IEOCX  IEOIX  IEOVX  IEOYX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

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.  Get more insights on Thomas A. Mengel

  

 What we like about Ivy European Opportunities A Fund (IEOAX)

Data for Ivy European Opportunities A Fund (IEOAX) as of January 31, 2010

• Ivy European Opportunities A Fund (IEOAX) has an annual stock turnover rate of 88.00% vs Europe Stock average of 123.48%. It is good that Ivy European Opportunities A management does not trade extensively for its return.
• Ivy European Opportunities A Fund (IEOAX) is less volatile than its peers as it has a 3-year Standard Deviation of 25.17, lower than category average of 27.28

  

 What we are cautious about Ivy European Opportunities A Fund (IEOAX)

Data for Ivy European Opportunities A Fund (IEOAX) as of January 31, 2010

• Ivy European Opportunities A Fund (IEOAX) management has been with Ivy European Opportunities A Fund for only 0.7 years, it is hard to judge manager's ability based on this fund's operation record
• Ivy European Opportunities A Fund (IEOAX) has a less-than-ideal short-term performance (1-year return 34.97% vs 59.71% Europe Stock category average)
• Ivy European Opportunities A Fund (IEOAX) has a less-than-ideal mid-term performance (3-year return -12.09% vs -8.66% Europe Stock category average)
• Ivy European Opportunities A Fund (IEOAX) has a less-than-ideal Long-term performance (5-year return -0.07% vs 3.99% Europe Stock category average)
• Ivy European Opportunities A Fund (IEOAX) ratio of up-years vs down years can be improved
• Ivy European Opportunities A Fund (IEOAX) has a Morningstar rating of 3 and below
• Ivy European Opportunities A Fund (IEOAX) does not have a good risk adjusted return as its 3-year Alpha of -4.36 is worse than category average of 0.41, and its 3-year Sharpe ratio is -0.46
• Ivy European Opportunities A Fund (IEOAX) has a higher management fee of 1.84% than its Europe Stock average of 1.72%
• Ivy European Opportunities A Fund (IEOAX) carries a 5.75% load

See Ivy European Opportunities A Fund (IEOAX) performance details as of January 31, 2010

  

  

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Ivy European Opportunities A Fund (IEOAX) Net Asset

Track net asset change of Ivy European Opportunities A fund (IEOAX)

Date	Net Asset
01/2010	$181.94M
11/2009	$193.81M
10/2009	$187.16M

More historic net asset information on Ivy European Opportunities A Fund (IEOAX)

  

Ivy European Opportunities A Fund (IEOAX) Portfolio Allocation

Track portfolio allocation change of Ivy European Opportunities A fund (IEOAX)

Date	Cash	Stock	Bond	Other
09/2009	3.57%	96.02%	0%	0.41%
06/2009	1.98%	97.73%	0%	0.28%
03/2009	3.65%	191.78%	0%	0.45%

Click here to see more historic asset allocation information on Ivy European Opportunities A Fund (IEOAX)

  

Most Recent Top 10 Holdings in Ivy European Opportunities A Fund (IEOAX)

Discover what Ivy European Opportunities A Fund (IEOAX) manager is buying

30-Sep-09 Vodafone Group PLC [4.23%] C R H PLC ADR [3.53%] HSBC HOLDINGS PLC [3.17%] BANCO SANTANDER CHI [2.9%] MS INSD MUN TR [2.84%] STERLING BANCORP [2.83%] Bay National Corporation (Maryl [2.6%] Roche Holding AG [2.56%] Tractor Supply Company [2.48%] Zurich Financial Services AG [2.35%]

30-Jun-09 Vodafone Group PLC [4.28%] D T E ENERGY CO HLDG [4.22%] FRANCE TELECOM ADS [4.09%] BANCO SANTANDER CHI [3.55%] C R H PLC ADR [3.41%] [3.37%] GlaxoSmithKline PLC [3.12%] SES [3.06%] MS INSD MUN TR [3%] STERLING BANCORP [2.91%]

31-Mar-09 Price/Earnings [0%] N/A [0%] N/A [0%] Median Market Cap [0%] N/A [0%] N/A [0%] N/A [0%]

Click here for Stock Holding Change Map in Ivy European Opportunities A Fund (IEOAX)

  

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Latest News on Ivy European Opportunities A (IEOAX)

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See more information on Ivy European Opportunities A Fund (IEOAX)

• Ivy European Opportunities A Fund Insights
• Ivy European Opportunities A Fund Performance Data
• Ivy European Opportunities A Fund News
• Ivy European Opportunities A Fund Score Explaination
• Ivy European Opportunities A Fund Manager Information
• Historic Ivy European Opportunities A Fund Asset Allocation Report
• Historic Ivy European Opportunities A Fund Top 10 Holding Tracking
• Historic Ivy European Opportunities A Fund Asset Under Management Tracking