Fund Mojo help you discover the best fund managers, funds, and related information

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

Ivy Tax-Managed Equity A (IYEAX) Fund Ranking and Research

Ranking, Research and Recommendation of Ivy Tax-Managed Equity A (IYEAX) Fund

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

 

Graph of Ivy Tax-Managed Equity A Fund (IYEAX) ManagerFund Manager - Bradley M. Klapmeyer

Fund Manager Information

Fund Manager Tenure: 5.2 years
Similar Funds: IYEBX  IYECX  IYEYX 
Fund Family: Ivy Funds
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)

 

Graph of Ivy Tax-Managed Equity A Fund (IYEAX) ProfileIvy Tax-Managed Equity A Fund (IYEAX) Profile

Fund Profile and Description

Ivy Tax-Managed Equity A Fund seeks long-term growth of capital. Ivy Tax-Managed Equity A Fund invests in diversified portfolio of common stocks of companies, considered to be high in quality and attractive in their long-term investment potential. It invests at least 80% of net assets in equity securities, primarily common stocks. Ivy Tax-Managed Equity A Fund typically invests in the common stocks of large cap U.S. companies; it may invest in companies of any size, any industry or any country. Ivy Tax-Managed Equity A Fund’s tax-sensitive investment strategy is intended to lead to lower distributions of net investment income and realized capital gains than funds managed without regard to Federal income tax consequences.

 

Ivy Tax-Managed Equity A (IYEAX) Fund Strength What we like about Ivy Tax-Managed Equity A (IYEAX) Fund

Data for Ivy Tax-Managed Equity A Fund (IYEAX) as of May 30, 2016

  • Ivy Tax-Managed Equity A Fund (IYEAX) management has been with Ivy Tax-Managed Equity A Fund for 5.2 years
  • Ivy Tax-Managed Equity A Fund (IYEAX) has good short-term performance (1-year return -1.38% vs -1.74% Large Growth category median performance)
  • Ivy Tax-Managed Equity A Fund (IYEAX) has good mid-term performance (3-year return 12.28% vs 10.74% Large Growth category median performance)
  • Ivy Tax-Managed Equity A Fund (IYEAX) has good Long-term performance (5-year return 10.71% vs 10.14% Large Growth category median performance)
  • Ivy Tax-Managed Equity A Fund (IYEAX) ratio of up-years vs down years is greater than 2
  • Ivy Tax-Managed Equity A Fund (IYEAX) has an annual stock turnover rate of 36.00% vs Large Growth average of 50.46%. It is good that Ivy Tax-Managed Equity A management does not trade extensively for its return.

Ivy Tax-Managed Equity A Fund (IYEAX) Weakness What we are cautious about Ivy Tax-Managed Equity A (IYEAX) Fund

Data for Ivy Tax-Managed Equity A Fund (IYEAX) as of May 30, 2016

  • Ivy Tax-Managed Equity A Fund (IYEAX) has a Morningstar rating of 3 and below
  • Ivy Tax-Managed Equity A Fund (IYEAX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.01 that is higher than category average of 12.75
  • Ivy Tax-Managed Equity A Fund (IYEAX) has a higher expense ratio of 1.29% than its Large Growth average of 1.17%
  • Ivy Tax-Managed Equity A Fund (IYEAX) carries a 5.75% load
See Ivy Tax-Managed Equity A Fund (IYEAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Ivy Tax-Managed Equity A Fund (IYEAX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Ivy Tax-Managed Equity A-1.94-1.3812.2810.71
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare Ivy Tax-Managed Equity A Fund (IYEAX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of Ivy Tax-Managed Equity A Fund (IYEAX) Net Asset TrackingIvy Tax-Managed Equity A (IYEAX) Fund Net Asset

Track net asset change of Ivy Tax-Managed Equity A fund (IYEAX)

DateNet Asset
05/2016$119.25M
03/2016$119.37M
02/2016$114.06M
More historic net asset information on Ivy Tax-Managed Equity A Fund (IYEAX)

  

Graph of Ivy Tax-Managed Equity A Fund (IYEAX) Portfolio TrackingIvy Tax-Managed Equity A (IYEAX) Fund Portfolio Allocation

Track portfolio allocation change of Ivy Tax-Managed Equity A fund (IYEAX)

DateCashStockBondOther
03/20162.52%94.68%2.8%0%
12/20156%91.23%2.2%0.57%
09/20154.65%91.38%3.97%0%
Click here to see more historic asset allocation information on Ivy Tax-Managed Equity A Fund (IYEAX)

 

graph of Ivy Tax-Managed Equity A Fund (IYEAX) Top 10 Position TrackingTop 10 Holdings in Ivy Tax-Managed Equity A (IYEAX) Fund

Discover what Ivy Tax-Managed Equity A Fund (IYEAX) manager is buying

Mar 30, 2016
Amazon.com, Inc. [4.52%]
Allergan plc Ordinary Shares [4.13%]
Apple Inc. [3.75%]
Alphabet Inc. [3.55%]
Facebook, Inc. [3.54%]
Salesforce.com Inc Common Stock [3.45%]
Shire PLC ADR [3.44%]
Adobe Systems Incorporated [2.85%]
Toyota Mtr Cr FRN [2.8%]
J.B. Hunt Transport Services, I [2.69%]

Dec 30, 2015
Amazon.com, Inc. [4.91%]
Allergan plc Ordinary Shares [4.5%]
Shire PLC ADR [3.47%]
Salesforce.com Inc Common Stock [3.45%]
Apple Inc. [3.2%]
Alphabet Inc. [3.17%]
Alliance Data Systems Corporati [2.99%]
Facebook, Inc. [2.96%]
Adobe Systems Incorporated [2.79%]
Verisk Analytics, Inc. [2.73%]

Sep 29, 2015
Amazon.com, Inc. [4.54%]
Allergan plc Ordinary Shares [4.02%]
Toyota Mtr Cr FRN [3.97%]
Apple Inc. [3.73%]
Salesforce.com Inc Common Stock [3.36%]
L Brands, Inc. [3.31%]
Verisk Analytics, Inc. [3.1%]
Shire PLC ADR [3.07%]
Visa Inc. [2.98%]
Facebook, Inc. [2.87%]
Click here for Stock Holding Change Map in Ivy Tax-Managed Equity A Fund (IYEAX)

  

Latest News on Ivy Tax-Managed Equity A (IYEAX) Fund

See what is happening with Ivy Tax-Managed Equity A Fund (IYEAX)

    No recent news

 

Ivy Tax-Managed Equity A Fund (IYEAX) Related ResourcesSee more information on Ivy Tax-Managed Equity A (IYEAX) Fund

Popular pages on Ivy Tax-Managed Equity A (IYEAX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update