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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: $15.36 on 12/19/2014, Change: +0.11 (0.72%)

 

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

Fund Manager Information

Fund Manager Tenure: 0.8 years
Similar Funds: IPOBX  IPOCX  IPOIX  IPOYX 
Fund Family: Ivy Funds
Fund Category: Diversified Emerging Mkts
Fund Performance: Nov 29, 2014
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 Nov 29, 2014

  • Ivy Emerging Markets Equity A Fund (IPOAX) is a new fund and has been performing well against its peers for both one-month and three_month performance
  • Ivy Emerging Markets Equity A Fund (IPOAX) has good short-term performance (1-year return 5.13% vs 1.58% Diversified Emerging Mkts category median performance)
  • Ivy Emerging Markets Equity A Fund (IPOAX) has good mid-term performance (3-year return 7.37% vs 4.93% 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 14.37, lower than category average of 14.89

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 Nov 29, 2014

  • Ivy Emerging Markets Equity A Fund (IPOAX) management has been with Ivy Emerging Markets Equity A Fund for only 0.8 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 Long-term performance (5-year return 3.21% vs 3.43% 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 138.00% that is higher than the Diversified Emerging Mkts average of 44.56%. 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
  • Asset base in Ivy Emerging Markets Equity A Fund (IPOAX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Ivy Emerging Markets Equity A Fund (IPOAX) performance details as of Nov 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 A1.545.137.373.21
American Funds New World R6 (RNWGX)1.261.949.546.82Compare
Huntington Global Select Markets A (HGSAX)7.928.177.600Compare
American Funds New World 529A (CNWAX)0.841.469.046.35Compare

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
Vanguard Emerging Markets Stock ETF (VWO)4.85%4.55%4.43%
SPDR S&P Emerging Markets (GMM)3.96%4.11%4.84%
Schwab Emerging Markets Equity ETF (SCHE)4.47%4.08%4.39%
iShares MSCI Emerging Mkt Min Vol Index (EEMV)5.18%3.18%7.04%
EGShares Emerging Markets Consumer (ECON)0.89%1.83%7.14%

 

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
11/2014$637.57M
10/2014$637.57M
09/2014$702.00M
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
09/20143.8%92.66%0.57%0.51%
06/20144.26%90.16%0.99%1.79%
03/20145.01%91.07%0.76%2.09%
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

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%]

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%]
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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