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Ivy Global Growth A (IVINX) Fund Ranking and Research

Ranking, Research and Recommendation of Ivy Global Growth A (IVINX) Fund

    Last Trade: $44.90 on 6/23/2017, Change: +0.13 (0.29%)

 

Graph of Ivy Global Growth A Fund (IVINX) ManagerFund Manager - Sarah C. Ross

Fund Manager Information

Fund Manager Tenure: 2.9 years
Similar Funds: IVIBX  IVIYX 
Fund Family: Ivy Funds
Fund Category: World Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.56)     (What does this score mean?)

 

Graph of Ivy Global Growth A Fund (IVINX) ProfileIvy Global Growth A Fund (IVINX) Profile

Fund Profile and Description

Ivy Global Growth A Fund seeks long-term growth; current income is a secondary consideration. Ivy Global Growth A Fund invests primarily in common stocks of foreign companies that have the potential for long-term growth represented by economic expansion within a country or region, as well as the privatization and/or restructuring of particular industries. It primarily invests in issuers of developed countries, with an emphasis on issuers or companies located in Continental Europe, the United Kingdom and Japan, although the fund may invest in issuers in or doing business in any country or region around the globe, including emerging markets. Ivy Global Growth A Fund may invest in companies of any size.

 

Ivy Global Growth A (IVINX) Fund Strength What we like about Ivy Global Growth A (IVINX) Fund

Data for Ivy Global Growth A Fund (IVINX) as of May 30, 2016

  • Ivy Global Growth A Fund (IVINX) ratio of up-years vs down years is greater than 2
  • Ivy Global Growth A Fund (IVINX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.76, lower than category average of 12.23

Ivy Global Growth A Fund (IVINX) Weakness What we are cautious about Ivy Global Growth A (IVINX) Fund

Data for Ivy Global Growth A Fund (IVINX) as of May 30, 2016

  • Ivy Global Growth A Fund (IVINX) management has been with Ivy Global Growth A Fund for only 2.9 years, it is hard to judge manager's ability based on this fund's operation record
  • Ivy Global Growth A Fund (IVINX) has a less-than-ideal short-term performance (1-year return -6.16% vs -5.49% World Stock category median performance)
  • Ivy Global Growth A Fund (IVINX) has a less-than-ideal mid-term performance (3-year return 4.55% vs 5.54% World Stock category median performance)
  • Ivy Global Growth A Fund (IVINX) has a less-than-ideal Long-term performance (5-year return 3.84% vs 5.54% World Stock category median performance)
  • Ivy Global Growth A Fund (IVINX) has a Morningstar rating of 3 and below
  • Ivy Global Growth A Fund (IVINX) has an annual stock turnover rate of 61.00% that is higher than the World Stock average of 47.65%. This could mean Ivy Global Growth A is more nimble, but also signal potential high tax impact and high trading fees
  • Ivy Global Growth A Fund (IVINX) does not have a good risk adjusted return as its 3-year Alpha of 4.28 is worse than category average of 5.14, and its 3-year Sharpe ratio is 0.43
  • Ivy Global Growth A Fund (IVINX) has a higher expense ratio of 1.45% than its World Stock average of 1.28%
  • Ivy Global Growth A Fund (IVINX) carries a 5.75% load
See Ivy Global Growth A Fund (IVINX) performance details as of May 30, 2016

 

What do you think?

 

Compare Ivy Global Growth A Fund (IVINX)Compare with other top World Stock category mutual funds

Aadditional top World Stock mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Ivy Global Growth A-2.53-6.164.553.84
Harbor Global Growth Instl (HGGAX)0.19-2.668.678.45Compare
VY Morgan Stanley Global Franchise A (IGFAX)5.175.327.528.58Compare
Columbia Select Global Equity A (IGLGX)2.741.016.585.54Compare

See top fund managers for World Stock Category Funds

 

Compare Ivy Global Growth A Fund (IVINX)Compare with World Stock category ETFs

Some World Stock ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares MSCI All Country World Mini Vol (ACWV)6.45%4.47%9.19%
First Trust Dow Jones Global Sel Div ETF (FGD)000
SPDR Global Dow ETF (DGT)0.96%-7.06%4.45%
WisdomTree Global Equity Income ETF (DEW)5.57%-5.89%1.79%
iShares MSCI ACWI (ACWI)2.11%-5.39%5.46%

 

Graph of Ivy Global Growth A Fund (IVINX) Net Asset TrackingIvy Global Growth A (IVINX) Fund Net Asset

Track net asset change of Ivy Global Growth A fund (IVINX)

DateNet Asset
05/2016$498.59M
03/2016$473.30M
02/2016$482.26M
More historic net asset information on Ivy Global Growth A Fund (IVINX)

  

Graph of Ivy Global Growth A Fund (IVINX) Portfolio TrackingIvy Global Growth A (IVINX) Fund Portfolio Allocation

Track portfolio allocation change of Ivy Global Growth A fund (IVINX)

DateCashStockBondOther
03/20160%91.59%0.54%7.87%
12/20150%93.38%0.74%5.88%
09/20150%94.89%0.31%4.8%
Click here to see more historic asset allocation information on Ivy Global Growth A Fund (IVINX)

 

graph of Ivy Global Growth A Fund (IVINX) Top 10 Position TrackingTop 10 Holdings in Ivy Global Growth A (IVINX) Fund

Discover what Ivy Global Growth A Fund (IVINX) manager is buying

Mar 30, 2016
Visa Inc. [4.76%]
Amazon.com, Inc. [4.05%]
Alphabet Inc. [4.01%]
Carnival Corporation Common Sto [3.83%]
Anthem, Inc. Common Stock [3.31%]
JD.com, Inc. [3.29%]
Level 3 Communications, Inc. Co [3.11%]
Mastercard Incorporated Common [2.92%]
Fresenius SE & Co KGaA [2.91%]
J.B. Hunt Transport Services, I [2.76%]

Dec 30, 2015
Visa Inc. [4.69%]
Amazon.com, Inc. [4.49%]
Alphabet Inc. [3.98%]
Carnival Corporation Common Sto [3.41%]
JD.com, Inc. [3.26%]
Level 3 Communications, Inc. Co [3.12%]
Mastercard Incorporated Common [2.93%]
Teva Pharmaceutical Industries [2.76%]
Fresenius SE & Co KGaA [2.44%]
Shire PLC [2.39%]

Sep 29, 2015
Visa Inc. [4.58%]
Amazon.com, Inc. [3.89%]
Carnival Corporation Common Sto [3.38%]
Mastercard Incorporated Common [2.95%]
Alphabet Inc. [2.82%]
Cognizant Technology Solutions [2.82%]
Level 3 Communications, Inc. Co [2.72%]
HCA Holdings, Inc. Common Stock [2.66%]
Teva Pharmaceutical Industries [2.58%]
Fresenius SE & Co KGaA [2.48%]
Click here for Stock Holding Change Map in Ivy Global Growth A Fund (IVINX)

  

Latest News on Ivy Global Growth A (IVINX) Fund

See what is happening with Ivy Global Growth A Fund (IVINX)

 

Ivy Global Growth A Fund (IVINX) Related ResourcesSee more information on Ivy Global Growth A (IVINX) Fund

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