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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: $14.96 on 12/9/2016, Change: -0.04 (-0.27%)

 

Graph of Ivy Emerging Markets Equity A Fund (IPOAX) ManagerFund Manager - Jonas Krumplys

Fund Manager Information

Fund Manager Tenure: 2.7 years
Similar Funds: IPOBX  IPOCX  IPOIX  IPOYX 
Fund Family: Ivy Funds
Fund Category: Diversified Emerging Mkts
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)

 

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 May 30, 2016

  • Ivy Emerging Markets Equity A Fund (IPOAX) has good mid-term performance (3-year return -0.73% vs -4.69% Diversified Emerging Mkts category median performance)
  • Ivy Emerging Markets Equity A Fund (IPOAX) has good Long-term performance (5-year return -3.81% vs -4.42% Diversified Emerging Mkts category median performance)
  • Ivy Emerging Markets Equity A Fund (IPOAX) has a lower expense ratio than its Diversified Emerging Mkts average: 1.50% vs 1.51%

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 May 30, 2016

  • Ivy Emerging Markets Equity A Fund (IPOAX) management has been with Ivy Emerging Markets Equity A Fund for only 2.7 years, it is hard to judge manager's ability based on this fund's operation record
  • Ivy Emerging Markets Equity A Fund (IPOAX) has a less-than-ideal short-term performance (1-year return -21.37% vs -15.05% 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) has an annual stock turnover rate of 98.00% that is higher than the Diversified Emerging Mkts average of 62.02%. 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) is more volatile than its peers as it has a 3-year Standard Deviation of 16.63 that is higher than category average of 15.48
  • Ivy Emerging Markets Equity A Fund (IPOAX) carries a 5.75% load
See Ivy Emerging Markets Equity A Fund (IPOAX) performance details as of May 30, 2016

 

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 A-0.45-21.37-0.73-3.81
American Funds New World R6 (RNWGX)1.36-8.40-0.230.45Compare
Huntington Global Select Markets Instl (HGSIX)-1.92-9.990.89-1.30Compare
American Funds New World 529A (CNWAX)1.17-8.83-0.68-0.01Compare

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
Guggenheim MSCI Em Mkts Eql Cntry Wt ETF (EWEM)000
SPDR S&P Emerging Markets Small Cap ETF (EWX)000
SPDR S&P Emerging Markets Dividend ETF (EDIV)000
Schwab Emerging Markets Equity ETF (SCHE)000
iShares MSCI Emerging Markets Mini Vol (EEMV)000

 

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
05/2016$545.34M
03/2016$474.71M
02/2016$496.63M
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
03/20160%92.84%1.02%6.14%
12/20151.13%97.88%0.38%0.61%
09/20150%96.45%0.47%3.08%
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, 2016
Samsung Electronics Co Ltd [5.01%]
SBERBANK RUSSIA [3.51%]
Naspers Ltd Class N [3.13%]
RAIADROGASILON NM [3.06%]
Celltrion Inc [2.79%]
FOSUN INTL LTD [2.72%]
LG Chem Ltd [2.67%]
TENCENT HOLDINGS LTD [2.35%]

Dec 30, 2015
CAR INC [5.47%]
Samsung Electronics Co Ltd [4.47%]
FOSUN INTL LTD [3.11%]
Naspers Ltd Class N [2.93%]
SBERBANK RUSSIA [2.83%]
MARUTI SUZUKI INDIA LTD. [2.58%]
LG Chem Ltd [2.49%]
CHINA OVERSEAS LAND& [2.42%]

Sep 29, 2015
CAR INC [5.14%]
FOSUN INTL LTD [3.33%]
Naspers Ltd Class N [2.88%]
MARUTI SUZUKI INDIA LTD. [2.85%]
LARSEN & TOUBRO LTD. [2.73%]
SBERBANK RUSSIA [2.56%]
Hotel Shilla Co Ltd [2.42%]
Samsung Electronics Co Ltd [2.34%]
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

Popular pages on Ivy Emerging Markets Equity A (IPOAX) Fund

  

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