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Mutual Fund Insights: Ivy International Core Equity E Fund (IICEX)

In-depth Analysis of Ivy International Core Equity E Fund (IICEX)

Mutual fund chart: Ivy International Core Equity E Fund (IICEX)

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See Ivy International Core Equity E Fund (IICEX) performance details as of January 31, 2010

  

    Last Trade: $14.84 on 3/16/2010, Change: +0.15 (1.02%)

  

Fund Manager - John C. Maxwell

Fund Manager Tenure: 4.1 years
Fundmojo Fund Grade: B (Score: 0.68)     (What does this score mean?)
Maxwell joined WRIMCO in 1998 as an investment analyst and had served as assistant portfolio manager for funds managed by IICO and WRIMCO since July 2003. In 2004, Maxwell began assisting the international group as an investment analyst. He has been appointed vice president of IICO and WRIMCO. Maxwell holds the Chartered Financial Analyst designation.  Get more insights on John C. Maxwell

  

What we like about Ivy International Core Equity E Fund (IICEX) What we like about Ivy International Core Equity E Fund (IICEX)

Data for Ivy International Core Equity E Fund (IICEX) as of January 31, 2010

  • Ivy International Core Equity E Fund (IICEX) management has been with Ivy International Core Equity E Fund for 4.1 years
  • Ivy International Core Equity E Fund (IICEX) has good short-term performance (1-year return 50.46% vs 39.71% Foreign Large Blend category average)
  • Ivy International Core Equity E Fund (IICEX) has good mid-term performance (3-year return -2.46% vs -8.06% Foreign Large Blend category average)
  • Ivy International Core Equity E Fund (IICEX) has good Long-term performance (5-year return 8.05% vs 2.90% Foreign Large Blend category average)
  • Ivy International Core Equity E Fund (IICEX) has a Morningstar rating of 4 and above
  • Ivy International Core Equity E Fund (IICEX) is less volatile than its peers as it has a 3-year Standard Deviation of 24.74, lower than category average of 24.9

  

What we are cautious about Ivy International Core Equity E Fund (IICEX) What we are cautious about Ivy International Core Equity E Fund (IICEX)

Data for Ivy International Core Equity E Fund (IICEX) as of January 31, 2010

  • Ivy International Core Equity E Fund (IICEX) ratio of up-years vs down years can be improved
  • Ivy International Core Equity E Fund (IICEX) is less safe compared to its Foreign Large Blend peers
  • Ivy International Core Equity E Fund (IICEX) has an annual stock turnover rate of 108.00% that is higher than the Foreign Large Blend average of 98.31%. This could mean Ivy International Core Equity E is more nimble, but also signal potential high tax impact and high trading fees
  • Ivy International Core Equity E Fund (IICEX) has a higher management fee of 1.53% than its Foreign Large Blend average of 1.40%
  • Ivy International Core Equity E Fund (IICEX) carries a 5.75% load
See Ivy International Core Equity E Fund (IICEX) performance details as of January 31, 2010

  

  

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Ivy International Core Equity E Fund (IICEX) Net Asset

Track net asset change of Ivy International Core Equity E fund (IICEX)

DateNet Asset
01/2010$1.77M
11/2009$1.61M
10/2009$1.49M
More historic net asset information on Ivy International Core Equity E Fund (IICEX)

  

Ivy International Core Equity E Fund (IICEX) Portfolio Allocation

Track portfolio allocation change of Ivy International Core Equity E fund (IICEX)

DateCashStockBondOther
09/20095.11%93.62%0%1.27%
06/20096.79%90.62%0%2.58%
03/200910.97%175.48%0%1.29%
Click here to see more historic asset allocation information on Ivy International Core Equity E Fund (IICEX)

  

Most Recent Top 10 Holdings in Ivy International Core Equity E Fund (IICEX)

Discover what Ivy International Core Equity E Fund (IICEX) manager is buying

30-Sep-09
BANCO SANTANDER CHI [3.61%]
TOTAL SA [2.24%]
VIVO PARTICIPAC NEW [2.21%]
BP Plc [2.11%]
Vodafone Group PLC [2.08%]
Telstra Corporation Limited [2.06%]
NESTLE N ORD [2.04%]
UNILEVER PLC [2.02%]
Roche Holding AG [2.01%]

30-Jun-09
BANCO SANTANDER CHI [2.98%]
TOTAL SA [2.86%]
BAE Systems PLC [2.56%]
UNILEVER PLC [2.22%]
Telstra Corporation Limited [2.2%]
Roche Holding AG [2.17%]
Vodafone Group PLC [2.13%]
BP PLC [2.12%]
VIVO PARTICIPAC NEW [2.04%]
BARCLAYS PLC [2.01%]

31-Mar-09
TOTAL SA [2.86%]
Nintendo [2.51%]
BANCO SANTANDER CHI [2.47%]
Roche Holding AG [2.23%]
NESTLE N ORD [2.21%]
VIVO PARTICIPAC NEW [2.13%]
BAE Systems PLC [2.1%]
NISSIN KOGYO [2.09%]
Telstra Corporation Limited [2.02%]
Espirit Holdings Limited [1.97%]
Click here for Stock Holding Change Map in Ivy International Core Equity E Fund (IICEX)

  

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Latest News on Ivy International Core Equity E (IICEX)

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