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Fund Intelligence | Best Managers | IPOCX Insights | IPOCX Score | IPOCX Performance | IPOCX Manager | IPOCX News | IPOCX Allocation | IPOCX Holdings Change

Mutual Fund Insights: Ivy Pacific Opportunities C Fund (IPOCX)

In-depth Analysis of Ivy Pacific Opportunities C Fund (IPOCX)

Mutual fund chart: Ivy Pacific Opportunities C Fund (IPOCX)

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See Ivy Pacific Opportunities C Fund (IPOCX) performance details as of January 31, 2010

  

    Last Trade: $13.25 on 3/17/2010, Change: +0.23 (1.77%)

  

Fund Manager - Frederick Jiang

Fund Manager Tenure: 6.1 years   [Similar Funds: IPOAX  IPOBX  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 C Fund (IPOCX) What we like about Ivy Pacific Opportunities C Fund (IPOCX)

Data for Ivy Pacific Opportunities C Fund (IPOCX) as of January 31, 2010

  • Ivy Pacific Opportunities C Fund (IPOCX) management has been with Ivy Pacific Opportunities C Fund for 6.1 years
  • Ivy Pacific Opportunities C Fund (IPOCX) has good mid-term performance (3-year return 3.50% vs 3.11% Pacific/Asia ex-Japan Stk category average)
  • Ivy Pacific Opportunities C Fund (IPOCX) ratio of up-years vs down years is greater than 2
  • Ivy Pacific Opportunities C Fund (IPOCX) is less volatile than its peers as it has a 3-year Standard Deviation of 33.92, lower than category average of 34.72

  

What we are cautious about Ivy Pacific Opportunities C Fund (IPOCX) What we are cautious about Ivy Pacific Opportunities C Fund (IPOCX)

Data for Ivy Pacific Opportunities C Fund (IPOCX) as of January 31, 2010

  • Ivy Pacific Opportunities C Fund (IPOCX) has a less-than-ideal short-term performance (1-year return 72.38% vs 73.41% Pacific/Asia ex-Japan Stk category average)
  • Ivy Pacific Opportunities C Fund (IPOCX) has a less-than-ideal Long-term performance (5-year return 12.12% vs 13.11% Pacific/Asia ex-Japan Stk category average)
  • Ivy Pacific Opportunities C Fund (IPOCX) has a Morningstar rating of 3 and below
  • Ivy Pacific Opportunities C Fund (IPOCX) 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 C is more nimble, but also signal potential high tax impact and high trading fees
  • Ivy Pacific Opportunities C Fund (IPOCX) has a higher management fee of 2.69% than its Pacific/Asia ex-Japan Stk average of 1.99%
  • Ivy Pacific Opportunities C Fund (IPOCX) carries a 1% load
See Ivy Pacific Opportunities C Fund (IPOCX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Pacific/Asia ex-Japan Stk category?

Below are some additional Pacific/Asia ex-Japan Stk mutual funds generated out of our database

  

Ivy Pacific Opportunities C Fund (IPOCX) Net Asset

Track net asset change of Ivy Pacific Opportunities C fund (IPOCX)

DateNet Asset
01/2010$35.13M
11/2009$35.90M
10/2009$33.91M
More historic net asset information on Ivy Pacific Opportunities C Fund (IPOCX)

  

Ivy Pacific Opportunities C Fund (IPOCX) Portfolio Allocation

Track portfolio allocation change of Ivy Pacific Opportunities C fund (IPOCX)

DateCashStockBondOther
09/20093.38%96.29%0%0.33%
06/20097.15%91.96%0%0.89%
03/200917.55%162.8%1.38%0.36%
Click here to see more historic asset allocation information on Ivy Pacific Opportunities C Fund (IPOCX)

  

Most Recent Top 10 Holdings in Ivy Pacific Opportunities C Fund (IPOCX)

Discover what Ivy Pacific Opportunities C Fund (IPOCX) 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
H-SHARES IDX FUT Apr09 [9.78%]
Industrial And Commercial Bank Of China Limited [3.25%]
NetEase.com, Inc. [2.99%]
China Resources Power Holdings Co. Ltd. [2.73%]
China Oilfield Services Limited [2.7%]
China Life Insurance Company, Ltd. [2.68%]
Samsung Electronics [2.28%]
CHINA MOBILE LIMITED [2.08%]
Beijing Enterprises Holdings Ltd. [2.04%]
Tata Power Company Ltd. [2.03%]
Click here for Stock Holding Change Map in Ivy Pacific Opportunities C Fund (IPOCX)

  

Related books and products to Ivy Pacific Opportunities C Fund (IPOCX)

  

Latest News on Ivy Pacific Opportunities C (IPOCX)

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