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Ivy Dividend Opportunities A (IVDAX) Fund Ranking and Research

Ranking, Research and Recommendation of Ivy Dividend Opportunities A (IVDAX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Ivy Dividend Opportunities A Fund (IVDAX) ManagerFund Manager - Christopher J. Parker

Fund Manager Information

Fund Manager Tenure: 5.7 years
Similar Funds: IVDBX  IVDCX  IVDIX  IVDYX 
Fund Family: Ivy Funds
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.56)     (What does this score mean?)

 

Graph of Ivy Dividend Opportunities A Fund (IVDAX) ProfileIvy Dividend Opportunities A Fund (IVDAX) Profile

Fund Profile and Description

Ivy Dividend Opportunities A Fund seeks to provide total return. Ivy Dividend Opportunities A Fund invests primarily in large cap, high-quality companies that are often market leaders in their industry. It invests primarily in dividend-paying common stocks that demonstrate favorable prospects for total return. Ivy Dividend Opportunities A Fund invests normally at least 80% of assets in dividend-paying equity securities of domestic and, to a lesser extent, foreign companies, which may include without limitation dividend-paying common stocks, preferred stocks or convertible preferred stocks. Although it invests primarily in large-cap companies, the fund invests in companies of any size.

 

Ivy Dividend Opportunities A (IVDAX) Fund Strength What we like about Ivy Dividend Opportunities A (IVDAX) Fund

Data for Ivy Dividend Opportunities A Fund (IVDAX) as of May 30, 2016

  • Ivy Dividend Opportunities A Fund (IVDAX) management has been with Ivy Dividend Opportunities A Fund for 5.7 years
  • Ivy Dividend Opportunities A Fund (IVDAX) ratio of up-years vs down years is greater than 2
  • Ivy Dividend Opportunities A Fund (IVDAX) has an annual stock turnover rate of 48.00% vs Large Blend average of 53.12%. It is good that Ivy Dividend Opportunities A management does not trade extensively for its return.
  • Ivy Dividend Opportunities A Fund (IVDAX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.5, lower than category average of 11.67

Ivy Dividend Opportunities A Fund (IVDAX) Weakness What we are cautious about Ivy Dividend Opportunities A (IVDAX) Fund

Data for Ivy Dividend Opportunities A Fund (IVDAX) as of May 30, 2016

  • Ivy Dividend Opportunities A Fund (IVDAX) has a less-than-ideal short-term performance (1-year return -2.01% vs -1.15% Large Blend category median performance)
  • Ivy Dividend Opportunities A Fund (IVDAX) has a less-than-ideal mid-term performance (3-year return 7.58% vs 9.43% Large Blend category median performance)
  • Ivy Dividend Opportunities A Fund (IVDAX) has a less-than-ideal Long-term performance (5-year return 7.29% vs 10.15% Large Blend category median performance)
  • Ivy Dividend Opportunities A Fund (IVDAX) has a Morningstar rating of 3 and below
  • Ivy Dividend Opportunities A Fund (IVDAX) has a higher expense ratio of 1.24% than its Large Blend average of 1.02%
  • Ivy Dividend Opportunities A Fund (IVDAX) carries a 5.75% load
See Ivy Dividend Opportunities A Fund (IVDAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Ivy Dividend Opportunities A Fund (IVDAX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Ivy Dividend Opportunities A1.85-2.017.587.29
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare Ivy Dividend Opportunities A Fund (IVDAX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of Ivy Dividend Opportunities A Fund (IVDAX) Net Asset TrackingIvy Dividend Opportunities A (IVDAX) Fund Net Asset

Track net asset change of Ivy Dividend Opportunities A fund (IVDAX)

DateNet Asset
05/2016$368.70M
03/2016$345.60M
02/2016$355.76M
More historic net asset information on Ivy Dividend Opportunities A Fund (IVDAX)

  

Graph of Ivy Dividend Opportunities A Fund (IVDAX) Portfolio TrackingIvy Dividend Opportunities A (IVDAX) Fund Portfolio Allocation

Track portfolio allocation change of Ivy Dividend Opportunities A fund (IVDAX)

DateCashStockBondOther
03/20160%90.18%0.87%8.95%
12/20150%92.26%0.19%7.55%
09/20154.91%89.35%0.91%4.83%
Click here to see more historic asset allocation information on Ivy Dividend Opportunities A Fund (IVDAX)

 

graph of Ivy Dividend Opportunities A Fund (IVDAX) Top 10 Position TrackingTop 10 Holdings in Ivy Dividend Opportunities A (IVDAX) Fund

Discover what Ivy Dividend Opportunities A Fund (IVDAX) manager is buying

Mar 30, 2016
Pfizer, Inc. Common Stock [4.71%]
Microsoft Corporation [4.15%]
Teva Pharmaceutical Industries [3.89%]
JP Morgan Chase & Co. Common St [3.54%]
Applied Materials, Inc. [3.12%]
Philip Morris International Inc [2.69%]
General Electric Company Common [2.68%]
CVS Health Corporation Common S [2.56%]
American International Group, I [2.51%]
Medtronic plc. Ordinary Shares [2.48%]

Dec 30, 2015
Teva Pharmaceutical Industries [4.53%]
Pfizer, Inc. Common Stock [4.47%]
Citigroup, Inc. Common Stock [3.85%]
Medtronic plc. Ordinary Shares [3.84%]
Microsoft Corporation [3.79%]
JP Morgan Chase & Co. Common St [3.76%]
CVS Health Corporation Common S [2.69%]
Applied Materials, Inc. [2.66%]
Bristol-Myers Squibb Company Co [2.6%]

Sep 29, 2015
Pfizer, Inc. Common Stock [3.93%]
Teva Pharmaceutical Industries [3.71%]
Citigroup, Inc. Common Stock [3.69%]
JP Morgan Chase & Co. Common St [3.62%]
Microsoft Corporation [3.58%]
Medtronic plc. Ordinary Shares [3.32%]
Bristol-Myers Squibb Company Co [2.91%]
Union Pacific Corporation Commo [2.81%]
Applied Materials, Inc. [2.77%]
Click here for Stock Holding Change Map in Ivy Dividend Opportunities A Fund (IVDAX)

  

Latest News on Ivy Dividend Opportunities A (IVDAX) Fund

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Ivy Dividend Opportunities A Fund (IVDAX) Related ResourcesSee more information on Ivy Dividend Opportunities A (IVDAX) Fund

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