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Ivy European Opportunities Y (IEOYX) Fund Ranking and Research

Ranking, Research and Recommendation of Ivy European Opportunities Y (IEOYX) Fund

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

 

Graph of Ivy European Opportunities Y Fund (IEOYX) ManagerFund Manager - Robert E. Nightingale

Fund Manager Information

Fund Manager Tenure: 5.5 years
Similar Funds: IEOAX  IEOBX  IEOCX  IEOIX 
Fund Family: Ivy Funds
Fund Category: Europe Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.68)     (What does this score mean?)
Before enrolling in the University of Wisconsin MS Finance program, Mr. Robert Nightingale worked for the Wisconsin Department of Development for three years as an economist and planning analyst. While working on his MS in finance, Mr. Nightingale interned with Madison Investment Advisors where he covered growth stocks. Mr. Nightingale joined Waddell & Reed in July 1996 as an investment analyst. In 2006, he was named assistant portfolio manager of the International team.  Get more insights on Robert E. Nightingale

 

Graph of Ivy European Opportunities Y Fund (IEOYX) ProfileIvy European Opportunities Y Fund (IEOYX) Profile

Fund Profile and Description

Ivy European Opportunities Y Fund seeks long-term capital growth. Ivy European Opportunities Y 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.

 

Ivy European Opportunities Y (IEOYX) Fund Strength What we like about Ivy European Opportunities Y (IEOYX) Fund

Data for Ivy European Opportunities Y Fund (IEOYX) as of May 30, 2016

  • Ivy European Opportunities Y Fund (IEOYX) management has been with Ivy European Opportunities Y Fund for 5.5 years
  • Ivy European Opportunities Y Fund (IEOYX) has good mid-term performance (3-year return 3.48% vs 2.97% Europe Stock category median performance)
  • Ivy European Opportunities Y Fund (IEOYX) ratio of up-years vs down years is greater than 2
  • Ivy European Opportunities Y Fund (IEOYX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.7, lower than category average of 13.08

Ivy European Opportunities Y Fund (IEOYX) Weakness What we are cautious about Ivy European Opportunities Y (IEOYX) Fund

Data for Ivy European Opportunities Y Fund (IEOYX) as of May 30, 2016

  • Ivy European Opportunities Y Fund (IEOYX) has a less-than-ideal short-term performance (1-year return -10.70% vs -10.07% Europe Stock category median performance)
  • Ivy European Opportunities Y Fund (IEOYX) has a less-than-ideal Long-term performance (5-year return 2.24% vs 3.04% Europe Stock category median performance)
  • Ivy European Opportunities Y Fund (IEOYX) has a Morningstar rating of 3 and below
  • Ivy European Opportunities Y Fund (IEOYX) has an annual stock turnover rate of 172.00% that is higher than the Europe Stock average of 48.12%. This could mean Ivy European Opportunities Y is more nimble, but also signal potential high tax impact and high trading fees
  • Ivy European Opportunities Y Fund (IEOYX) has a higher expense ratio of 1.47% than its Europe Stock average of 1.41%
  • Even though Ivy European Opportunities Y Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Ivy European Opportunities Y Fund (IEOYX) performance details as of May 30, 2016

 

What do you think?

 

Compare Ivy European Opportunities Y Fund (IEOYX)Compare with other top Europe Stock category mutual funds

Aadditional top Europe Stock mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Ivy European Opportunities Y-3.91-10.703.482.24
Invesco European Growth A (AEDAX)0.14-5.094.154.57Compare
DFA Continental Small Company I (DFCSX)3.171.9310.254.36Compare
Invesco European Growth Y (AEDYX)0.26-4.854.414.84Compare

See top fund managers for Europe Stock Category Funds

 

Compare Ivy European Opportunities Y Fund (IEOYX)Compare with Europe Stock category ETFs

Some Europe Stock ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Europe (IEV)000
SPDR EURO STOXX 50 ETF (FEZ)000
SPDR STOXX Europe 50 ETF (FEU)000
WisdomTree Europe Hedged Equity ETF (HEDJ)-0.17%-9.90%7.10%
Vanguard FTSE Europe ETF (VGK)0.02%-9.82%2.36%

 

Graph of Ivy European Opportunities Y Fund (IEOYX) Net Asset TrackingIvy European Opportunities Y (IEOYX) Fund Net Asset

Track net asset change of Ivy European Opportunities Y fund (IEOYX)

DateNet Asset
05/2016$222.82M
03/2016$215.35M
02/2016$223.68M
More historic net asset information on Ivy European Opportunities Y Fund (IEOYX)

  

Graph of Ivy European Opportunities Y Fund (IEOYX) Portfolio TrackingIvy European Opportunities Y (IEOYX) Fund Portfolio Allocation

Track portfolio allocation change of Ivy European Opportunities Y fund (IEOYX)

DateCashStockBondOther
03/20160%98.97%1.02%0.01%
12/20150%97.09%0.98%1.93%
09/20150%99.24%0.76%0%
Click here to see more historic asset allocation information on Ivy European Opportunities Y Fund (IEOYX)

 

graph of Ivy European Opportunities Y Fund (IEOYX) Top 10 Position TrackingTop 10 Holdings in Ivy European Opportunities Y (IEOYX) Fund

Discover what Ivy European Opportunities Y Fund (IEOYX) manager is buying

Mar 30, 2016
Renault SA [2.93%]
Shire PLC [2.76%]
Societe Generale SA [2.23%]
Prudential PLC [2.18%]
Thales [2.16%]
ROCHE HLDG AG DIV RT [2.15%]
Intesa Sanpaolo [2.05%]
Imperial Tobacco Group PLC [2.03%]
Safran SA [1.97%]
SX5E/AXA BANQUE 25 [1.96%]

Dec 30, 2015
Shire PLC [2.58%]
Renault SA [2.31%]
ROCHE HLDG AG DIV RT [2.23%]
SX5E/AXA BANQUE 25 [2.01%]
BAE Systems PLC [1.95%]
Prudential PLC [1.75%]
Barclays PLC [1.71%]
Thales [1.71%]
Societe Generale SA [1.65%]
SABMiller PLC [1.56%]

Sep 29, 2015
SABMiller PLC [2.51%]
BAE Systems PLC [1.99%]
Orange SA [1.99%]
ROCHE HLDG AG DIV RT [1.98%]
Shire PLC [1.94%]
AXA SA [1.77%]
Prudential PLC [1.76%]
Safran SA [1.72%]
ING GROEP NV CERT [1.72%]
Thales [1.71%]
Click here for Stock Holding Change Map in Ivy European Opportunities Y Fund (IEOYX)

  

Latest News on Ivy European Opportunities Y (IEOYX) Fund

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Ivy European Opportunities Y Fund (IEOYX) Related ResourcesSee more information on Ivy European Opportunities Y (IEOYX) Fund

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