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Mutual Fund Insights: Ivy Pacific Opportunities Adv Fund (IPOVX)

In-depth Analysis of Ivy Pacific Opportunities Adv Fund (IPOVX)

Mutual fund chart: Ivy Pacific Opportunities Adv Fund (IPOVX)

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See Ivy Pacific Opportunities Adv Fund (IPOVX) performance details as of February 28, 2010

Last Trade: $14.48 on 3/19/2010, Change: +0.09 (0.63%)

Fund Manager - Frederick Jiang

Fund Manager Tenure: 6.1 years [Similar Funds: IPOAX IPOBX IPOCX IPOIX IPOYX ]
Fundmojo Fund Grade: B (Score: 0.67) (What does this score mean?)

Frederick Jiang is senior vice president of IICO and WRIMCO. From July 1999 to July 2003, Frederick Jiang served as an investment analyst for Waddell & Reed covering the Asia-Pacific region. Prior to joining Waddell & Reed, Frederick Jiang was affiliated with ABN AMRO Hoare Govett Asia, Ltd. in Hong Kong from 1994 to 1997 as an equity research analyst. Frederick Jiang is the Chartered Financial Analyst designation. Get more insights on Frederick Jiang

What we like about Ivy Pacific Opportunities Adv Fund (IPOVX)

Data for Ivy Pacific Opportunities Adv Fund (IPOVX) as of February 28, 2010

Ivy Pacific Opportunities Adv Fund (IPOVX) management has been with Ivy Pacific Opportunities Adv Fund for 6.1 years
Ivy Pacific Opportunities Adv Fund (IPOVX) has good mid-term performance (3-year return 4.81% vs 3.74 % Pacific/Asia ex-Japan Stk category average)
Ivy Pacific Opportunities Adv Fund (IPOVX) has good Long-term performance (5-year return 12.46% vs 12.21 % Pacific/Asia ex-Japan Stk category average)
Ivy Pacific Opportunities Adv Fund (IPOVX) has a Morningstar rating of 4 and above
Ivy Pacific Opportunities Adv Fund (IPOVX) is less volatile than its peers as it has a 3-year Standard Deviation of 33.97, lower than category average of 34.6
Ivy Pacific Opportunities Adv Fund (IPOVX) has a lower management fee than its Pacific/Asia ex-Japan Stk average: 1.27% vs 2.01%
Ivy Pacific Opportunities Adv Fund (IPOVX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

What we are cautious about Ivy Pacific Opportunities Adv Fund (IPOVX)

Data for Ivy Pacific Opportunities Adv Fund (IPOVX) as of February 28, 2010

Ivy Pacific Opportunities Adv Fund (IPOVX) has a less-than-ideal short-term performance (1-year return 83.11% vs 85.24 % Pacific/Asia ex-Japan Stk category average)
Ivy Pacific Opportunities Adv Fund (IPOVX) ratio of up-years vs down years can be improved
Ivy Pacific Opportunities Adv Fund (IPOVX) has an annual stock turnover rate of 112.00% that is higher than the Pacific/Asia ex-Japan Stk average of 84.26%. This could mean Ivy Pacific Opportunities Adv is more nimble, but also signal potential high tax impact and high trading fees

See Ivy Pacific Opportunities Adv Fund (IPOVX) performance details as of February 28, 2010

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Ivy Pacific Opportunities Adv Fund (IPOVX) Net Asset

Track net asset change of Ivy Pacific Opportunities Adv fund (IPOVX)

Date	Net Asset
02/2010	$643.54M
01/2010	$70.00K
11/2009	$70.00K

More historic net asset information on Ivy Pacific Opportunities Adv Fund (IPOVX)

Ivy Pacific Opportunities Adv Fund (IPOVX) Portfolio Allocation

Track portfolio allocation change of Ivy Pacific Opportunities Adv fund (IPOVX)

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	17.55%	162.8%	1.38%	0.36%

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

Most Recent Top 10 Holdings in Ivy Pacific Opportunities Adv Fund (IPOVX)

Discover what Ivy Pacific Opportunities Adv Fund (IPOVX) 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 Adv Fund (IPOVX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.