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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: $15.80 on 3/3/2015, Change: -0.04 (-0.25%)

 

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

Fund Manager Information

Fund Manager Tenure: 1.0 years
Similar Funds: IPOBX  IPOCX  IPOIX  IPOYX 
Fund Family: Ivy Funds
Fund Category: Diversified Emerging Mkts
Fund Performance: Jan 30, 2015
Fundmojo Fund Grade: N/A (Score: *Manager is New*)     (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 Jan 30, 2015

  • Ivy Emerging Markets Equity A Fund (IPOAX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
  • Ivy Emerging Markets Equity A Fund (IPOAX) has good short-term performance (1-year return 4.13% vs 3.79% Diversified Emerging Mkts category median performance)
  • Ivy Emerging Markets Equity A Fund (IPOAX) has good mid-term performance (3-year return 5.10% vs 1.05% Diversified Emerging Mkts category median performance)
  • Ivy Emerging Markets Equity A Fund (IPOAX) has good Long-term performance (5-year return 3.59% vs 3.18% Diversified Emerging Mkts category median performance)
  • Ivy Emerging Markets Equity A Fund (IPOAX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.84, lower than category average of 13.73

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 Jan 30, 2015

  • Ivy Emerging Markets Equity A Fund (IPOAX) management has been with Ivy Emerging Markets Equity A Fund for only 1.0 years, it is hard to judge manager's ability based on this fund's operation record
  • 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 138.00% that is higher than the Diversified Emerging Mkts average of 54.39%. 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) has a higher expense ratio of 1.73% than its Diversified Emerging Mkts average of 1.56%
  • Ivy Emerging Markets Equity A Fund (IPOAX) carries a 5.75% load
See Ivy Emerging Markets Equity A Fund (IPOAX) performance details as of Jan 30, 2015

 

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 A0.524.135.103.59
American Funds New World R6 (RNWGX)0.281.646.366.36Compare
Driehaus Emerging Markets Growth (DREGX)1.150.694.536.64Compare
Fidelity Advisor Emerging Markets A (FAMKX)0.279.003.243.22Compare

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
iShares MSCI Emerging Mkt Min Vol Index (EEMV)1.18%9.95%4.76%
Schwab Emerging Markets Equity ETF (SCHE)0.00%9.71%0.81%
Vanguard Emerging Markets Stock ETF (VWO)-0.20%8.92%0.68%
SPDR S&P Emerging Markets (GMM)0.37%8.40%1.20%
EGShares Emerging Markets Consumer (ECON)1.10%7.09%4.16%

 

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
01/2015$610.99M
12/2014$640.79M
11/2014$637.57M
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
12/20145.26%93.07%1.2%0.47%
09/20143.8%92.66%0.57%0.51%
06/20144.26%90.16%0.99%1.79%
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

Dec 30, 2014
Car, Inc. [3.89%]
SAMSUNG ELECT LTD(F) [3.33%]
Baidu Inc ADR [2.47%]
NASPERS LIMITED N SH [2.3%]
Fosun International Ltd [2.29%]
GALAXY ENTERTAINMENT [2.24%]

Sep 29, 2014
Car, Inc. [4.08%]
JD.com Inc ADR [2.95%]
Petroleo Brasileiro SA Petrobras [2.46%]
Baidu Inc ADR [2.24%]
Galaxy Entertainment Group Ltd [2.21%]
MediaTek Inc [2.13%]
Larsen & Toubro Ltd [2.1%]

Jun 29, 2014
Taiwan Semiconductor Manufacturing Co Ltd [3.45%]
JD.com, Inc. [2.98%]
Galaxy Entertainment Group Ltd [2.79%]
FOSUN INTL LTD [2.54%]
LARSEN & TOU [2.3%]
MediaTek Inc [2.23%]
CHINA PETE & CHEM CO [2.07%]
Hyundai Motor Co [2.04%]
PETROBRAS -PN [1.94%]
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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