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Ivy Tax Managed Equity Fund

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WYTMX:US
NASDAQ GM
20.70
USD
0.00
0.00%
As of 09:29:30 ET on 07/31/2015.
Fund Type
Open-End Fund
52Wk Range
16.90 - 20.87
1 Yr Return
18.31%
YTD Return
11.23%
Previous Close
20.70
52Wk Range
16.90 - 20.87
1 Yr Return
18.31%
YTD Return
11.23%
Fund Type
-
Objective
-
Asset Class Focus
-
Geographic Focus
-
NAV (on 07/31/2015)
20.7
Total Assets (m USD) (on 06/30/2014)
49.500
Inception Date
04/19/2000
Last Dividend (on 12/11/2014)
0.372
Dividend Indicated Gross Yield
-
Fund Managers
BRADLEY M KLAPMEYER
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
2.00%
12b-1 Fee
0.00%
Current Mgmt Fee
0.65%
Expense Ratio
1.15%
Top Fund Holdings
Name Position Value % of Fund
Apple Inc 27.53 k 3.43 m 4.34
Allergan plc 10.56 k 3.14 m 3.98
L Brands Inc 30.10 k 2.84 m 3.60
Amazon.com Inc 7.10 k 2.64 m 3.35
Visa Inc 34.72 k 2.27 m 2.88
salesforce.com inc 32.70 k 2.18 m 2.77
Shire PLC 9.10 k 2.18 m 2.76
Verisk Analytics Inc 30.30 k 2.16 m 2.74
MasterCard Inc 24.50 k 2.12 m 2.68
Adobe Systems Inc 28.30 k 2.09 m 2.65
Profile
Ivy Tax Managed Equity Fund is an open-end fund incorporated in the USA. The objective is to provide long-term growth of capital. The Fund invests at least 80% of its assets in equity securities that the advisor considers to be high in quality and attractive in their long-term investment potential.
ADDRESS
Ivy Funds
6300 Lamar Avenue
Shawnee Mission, KS 66202-4200
PHONE
1-800-456-5111