Mutual Fund Insights: Ivy Pacific Opportunities A Fund (IPOAX)

In-depth Analysis of Ivy Pacific Opportunities A Fund (IPOAX)

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See Ivy Pacific Opportunities A Fund (IPOAX) performance details as of January 31, 2010

  

Last Trade: $14.77 on 3/19/2010, Change: +0.09 (0.61%)

  

Fund Manager - Frederick Jiang

Fund Manager Tenure: 6.1 years   [Similar Funds: IPOBX  IPOCX  IPOIX  IPOVX  IPOYX ]
Fundmojo Fund Grade: A (Score: 0.71)     (What does this score mean?)

Jiang is senior vice president of IICO and 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. He is the Chartered Financial Analyst designation.  Get more insights on Frederick Jiang

  

 What we like about Ivy Pacific Opportunities A Fund (IPOAX)

Data for Ivy Pacific Opportunities A Fund (IPOAX) as of January 31, 2010

• Ivy Pacific Opportunities A Fund (IPOAX) management has been with Ivy Pacific Opportunities A Fund for 6.1 years
• Ivy Pacific Opportunities A Fund (IPOAX) has good short-term performance (1-year return 73.72% vs 73.41% Pacific/Asia ex-Japan Stk category average)
• Ivy Pacific Opportunities A Fund (IPOAX) has good mid-term performance (3-year return 4.26% vs 3.11% Pacific/Asia ex-Japan Stk category average)
• Ivy Pacific Opportunities A Fund (IPOAX) ratio of up-years vs down years is greater than 2
• Ivy Pacific Opportunities A Fund (IPOAX) is less volatile than its peers as it has a 3-year Standard Deviation of 33.94, lower than category average of 34.72
• Ivy Pacific Opportunities A Fund (IPOAX) has a lower management fee than its Pacific/Asia ex-Japan Stk average: 1.92% vs 1.99%

  

 What we are cautious about Ivy Pacific Opportunities A Fund (IPOAX)

Data for Ivy Pacific Opportunities A Fund (IPOAX) as of January 31, 2010

• Ivy Pacific Opportunities A Fund (IPOAX) has a less-than-ideal Long-term performance (5-year return 12.98% vs 13.11% Pacific/Asia ex-Japan Stk category average)
• Ivy Pacific Opportunities A Fund (IPOAX) has a Morningstar rating of 3 and below
• Ivy Pacific Opportunities A Fund (IPOAX) has an annual stock turnover rate of 112.00% that is higher than the Pacific/Asia ex-Japan Stk average of 87.64%. This could mean Ivy Pacific Opportunities A is more nimble, but also signal potential high tax impact and high trading fees
• Ivy Pacific Opportunities A Fund (IPOAX) carries a 5.75% load

See Ivy Pacific Opportunities A Fund (IPOAX) performance details as of January 31, 2010

  

  

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Ivy Pacific Opportunities A Fund (IPOAX) Net Asset

Track net asset change of Ivy Pacific Opportunities A fund (IPOAX)

Date	Net Asset
01/2010	$488.58M
11/2009	$500.45M
10/2009	$479.46M

More historic net asset information on Ivy Pacific Opportunities A Fund (IPOAX)

  

Ivy Pacific Opportunities A Fund (IPOAX) Portfolio Allocation

Track portfolio allocation change of Ivy Pacific Opportunities A fund (IPOAX)

Date	Cash	Stock	Bond	Other
09/2009	3.38%	96.29%	0%	0.33%
06/2009	7.15%	91.96%	0%	0.89%
03/2009	0%	0%	0%	0%

Click here to see more historic asset allocation information on Ivy Pacific Opportunities A Fund (IPOAX)

  

Most Recent Top 10 Holdings in Ivy Pacific Opportunities A Fund (IPOAX)

Discover what Ivy Pacific Opportunities A Fund (IPOAX) manager is buying

30-Sep-09 Ind Comm Bk Chn 144a [2.56%] Metallurgical Corporation of China Ltd. [2.34%] China Life Insurance Company, Ltd. [2.31%] KB Financial Grp [2.3%] Axis Bk [2.12%] Samsung Electronics [2.05%] Hon Hai Precision Ind. Co., Ltd. [1.99%] Acer Incorporated [1.96%] HSBC HOLDINGS PLC [1.95%] Taiwan Cement Corp. [1.89%]

30-Jun-09 China Citic Bank Corporation Limited [3.51%] IND COMM BK CHN 144A [3.11%] Tata Power Company Ltd. [2.08%] Reliance Energy Ltd [2.06%] Hon Hai Precision Ind. Co., Ltd. [2.02%] Agile Property Holdings Ltd. [2.02%] KWG Property Holding Ltd. [1.98%] China Life Insurance Company, Ltd. [1.94%] City Developments Ltd [1.91%] DBS Grp Hldgs Ltd [1.91%]

31-Mar-09 Price/Earnings [0%] N/A [0%] N/A [0%] Median Market Cap [0%] N/A [0%] N/A [0%] N/A [0%]

Click here for Stock Holding Change Map in Ivy Pacific Opportunities A Fund (IPOAX)

  

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Latest News on Ivy Pacific Opportunities A (IPOAX)

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See more information on Ivy Pacific Opportunities A Fund (IPOAX)

• Ivy Pacific Opportunities A Fund Insights
• Ivy Pacific Opportunities A Fund Performance Data
• Ivy Pacific Opportunities A Fund News
• Ivy Pacific Opportunities A Fund Score Explaination
• Ivy Pacific Opportunities A Fund Manager Information
• Historic Ivy Pacific Opportunities A Fund Asset Allocation Report
• Historic Ivy Pacific Opportunities A Fund Top 10 Holding Tracking
• Historic Ivy Pacific Opportunities A Fund Asset Under Management Tracking