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Ivy Emerging Markets Equity A (IPOAX) Fund Ranking and Research

Ranking, Research and Recommendation of Ivy Emerging Markets Equity A (IPOAX) Fund

    Last Trade: $16.32 on 7/25/2014, Change: -0.03 (-0.18%)

 

Graph of Ivy Emerging Markets Equity A Fund (IPOAX) ManagerFund Manager - Frederick Jiang

Fund Manager Information

Fund Manager Tenure: 10.4 years
Similar Funds: IPOBX  IPOCX  IPOIX  IPOYX 
Fund Family: Ivy Funds
Fund Category: Diversified Emerging Mkts
Fund Performance: Jun 29, 2014
Fundmojo Fund Grade: C (Score: 0.57)     (What does this score mean?)
Jiang is senior vice president of Ivy Investment Management Co (IICO) and Waddell & Reed Investment Management Co (WRIMCO). From July 1999 to July 2003, he served as an investment analyst for Waddell & Reed covering the Asia-Pacific region. Prior to joining Waddell & Reed, Jiang was affiliated with ABN AMRO Hoare Govett Asia, Ltd. in Hong Kong from 1994 to 1997 as an equity research analyst. Mr. Jiang holds a BA degree in Economics from the Central University of Finance and Economics, Beijing, China, and earned an MBA degree in Finance from New York University. Mr. Jiang is a Chartered Financial Analyst. He is the Chartered Financial Analyst designation.  Get more insights on Frederick Jiang

 

Graph of Ivy Emerging Markets Equity A Fund (IPOAX) ProfileIvy Emerging Markets Equity A Fund (IPOAX) Profile

Fund Profile and Description

Ivy Emerging Markets Equity A Fund seeks long-term capital growth. Current income is secondary consideration. Ivy Emerging Markets Equity A Fund invests at least 80% of its net assets in equity securities, primarily common stock, of large- to mid-cap companies whose securities are traded mainly on markets located within the Pacific region, organized under the laws of a Pacific region country or issued by any company with more than half of its business in the Pacific region. It may invest in companies of any size and in companies of any industry.

 

Ivy Emerging Markets Equity A (IPOAX) Fund Strength What we like about Ivy Emerging Markets Equity A (IPOAX) Fund

Data for Ivy Emerging Markets Equity A Fund (IPOAX) as of Jun 29, 2014

  • Ivy Emerging Markets Equity A Fund (IPOAX) management has been with Ivy Emerging Markets Equity A Fund for 10.4 years
  • Ivy Emerging Markets Equity A Fund (IPOAX) has good short-term performance (1-year return 22.06% vs 14.67% Diversified Emerging Mkts category median performance)
  • Asset base in Ivy Emerging Markets Equity A Fund (IPOAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support

Ivy Emerging Markets Equity A Fund (IPOAX) Weakness What we are cautious about Ivy Emerging Markets Equity A (IPOAX) Fund

Data for Ivy Emerging Markets Equity A Fund (IPOAX) as of Jun 29, 2014

  • Ivy Emerging Markets Equity A Fund (IPOAX) has a less-than-ideal mid-term performance (3-year return -0.42% vs -0.18% Diversified Emerging Mkts category median performance)
  • Ivy Emerging Markets Equity A Fund (IPOAX) has a less-than-ideal Long-term performance (5-year return 6.26% vs 8.96% Diversified Emerging Mkts category median performance)
  • Ivy Emerging Markets Equity A Fund (IPOAX) ratio of up-years vs down years can be improved
  • Ivy Emerging Markets Equity A Fund (IPOAX) has a Morningstar rating of 3 and below
  • Ivy Emerging Markets Equity A Fund (IPOAX) is less safe compared to its Diversified Emerging Mkts peers
  • Ivy Emerging Markets Equity A Fund (IPOAX) has an annual stock turnover rate of 138.00% that is higher than the Diversified Emerging Mkts average of 58.55%. This could mean Ivy Emerging Markets Equity A is more nimble, but also signal potential high tax impact and high trading fees
  • Ivy Emerging Markets Equity A Fund (IPOAX) does not have a good risk adjusted return as its 3-year Alpha of -6.11 is worse than category average of -5.83, and its 3-year Sharpe ratio is 0.08
  • Ivy Emerging Markets Equity A Fund (IPOAX) is more volatile than its peers as it has a 3-year Standard Deviation of 20.71 that is higher than category average of 19.08
  • Ivy Emerging Markets Equity A Fund (IPOAX) has a higher expense ratio of 1.73% than its Diversified Emerging Mkts average of 1.57%
  • Ivy Emerging Markets Equity A Fund (IPOAX) carries a 5.75% load
See Ivy Emerging Markets Equity A Fund (IPOAX) performance details as of Jun 29, 2014

 

What do you think?

 

Compare Ivy Emerging Markets Equity A Fund (IPOAX)Compare with other top Diversified Emerging Mkts category mutual funds

Aadditional top Diversified Emerging Mkts mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Ivy Emerging Markets Equity A1.6722.06-0.426.26
American Funds New World R6 (RNWGX)5.5818.365.7911.97Compare
Fidelity Series Emerging Markets F (FEMFX)6.0320.782.2710.75Compare
Invesco Developing Markets A (GTDDX)7.9110.403.1011.50Compare

See top fund managers for Diversified Emerging Mkts Category Funds

 

Compare Ivy Emerging Markets Equity A Fund (IPOAX)Compare with Diversified Emerging Mkts category ETFs

Some Diversified Emerging Mkts ETFs for your consideration

ETFYear to DateOne YearThree Year
EGShares Emerging Markets Consumer (ECON)3.16%8.23%5.03%
db-X MSCI Emerging Markets Curr (DBEM)1.87%8.03%-1.40%
SPDR S&P Emerging Markets Dividend ETF (EDIV)4.57%7.57%-5.27%
WisdomTree Emerging Mkts SmallCap Div (DGS)5.30%7.03%0.34%
PowerShares Emerg Mks Infrastructure (PXR)-1.27%6.94%-9.47%

 

Graph of Ivy Emerging Markets Equity A Fund (IPOAX) Net Asset TrackingIvy Emerging Markets Equity A (IPOAX) Fund Net Asset

Track net asset change of Ivy Emerging Markets Equity A fund (IPOAX)

DateNet Asset
06/2014$709.68M
03/2014$573.24M
02/2014$568.99M
More historic net asset information on Ivy Emerging Markets Equity A Fund (IPOAX)

  

Graph of Ivy Emerging Markets Equity A Fund (IPOAX) Portfolio TrackingIvy Emerging Markets Equity A (IPOAX) Fund Portfolio Allocation

Track portfolio allocation change of Ivy Emerging Markets Equity A fund (IPOAX)

DateCashStockBondOther
03/20145.01%91.07%0.76%2.09%
12/20131.34%94.78%0.14%3.75%
09/20130.87%94.85%0.1%4.19%
Click here to see more historic asset allocation information on Ivy Emerging Markets Equity A Fund (IPOAX)

 

graph of Ivy Emerging Markets Equity A Fund (IPOAX) Top 10 Position TrackingTop 10 Holdings in Ivy Emerging Markets Equity A (IPOAX) Fund

Discover what Ivy Emerging Markets Equity A Fund (IPOAX) manager is buying

Mar 30, 2014
Galaxy Entertainment Group Ltd [2.89%]
Larsen & Toubro Ltd [2.34%]
Chicago Bridge & Iron Company N [2.3%]
HCL TECHNO [2.29%]
FOSUN INTL LTD [2.12%]
PT BANK MANDIRI PERS [2.07%]
Hyundai Motor Co [2.01%]
Copa Holdings, S.A. Copa Holdin [1.99%]
Taiwan Semiconductor Manufacturing Co Ltd [1.99%]

Dec 30, 2013
China Cinda Ast Mgmt 144a [4.07%]
Baidu, Inc. ADR [3.14%]
KEPPEL CORP LTD [2.47%]
Hyundai Motor Co Ltd [2.43%]
MediaTek Inc [2.36%]

Sep 29, 2013
Baidu, Inc. [2.73%]
Samsung Electronics Co Ltd [2.48%]
DBS Group Holdings Ltd [2.37%]
Click here for Stock Holding Change Map in Ivy Emerging Markets Equity A Fund (IPOAX)

  

Latest News on Ivy Emerging Markets Equity A (IPOAX) Fund

See what is happening with Ivy Emerging Markets Equity A Fund (IPOAX)

 

Ivy Emerging Markets Equity A Fund (IPOAX) Related ResourcesSee more information on Ivy Emerging Markets Equity A (IPOAX) Fund

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