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Ivy Core Equity Fund

IYCEX:US
NASDAQ GM
14.06
USD
0.03
0.21%
As of 10/18/2017
Fund Type
Open-End Fund
52Wk Range
11.75 - 14.06
1 Yr Return
15.03%
YTD Return
14.61%
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Previous Close
14.03
52Wk Range
11.75 - 14.06
1 Yr Return
15.46%
YTD Return
14.61%
Fund Type
Open-End Fund
Objective
Blend Large Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 10/18/2017)
14.06
Total Assets (b USD) (on 07/31/2017)
1.000
Inception Date
12/20/2012
Last Dividend (on 10/10/2017)
0.7
Dividend Indicated Gross Yield
0.09%
Fund Managers
ERIK BECKER / GUS ZINN
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
-
12b-1 Fee
0.50%
Current Mgmt Fee
0.70%
Expense Ratio
1.50%

Top Fund Holdings

Name Position Value % of Fund
257.40 k 37.07 m 3.79
506.70 k 34.93 m 3.57
36.30 k 33.75 m 3.45
702.10 k 31.29 m 3.20
323.30 k 29.55 m 3.02
154.40 k 28.63 m 2.93
241.17 k 28.33 m 2.90
310.00 k 26.55 m 2.72
169.45 k 25.99 m 2.66
172.90 k 24.45 m 2.50
Profile
Ivy Core Equity Fund is an open-end fund incorporated in the USA. The Fund seeks capital growth and income by investing in common stocks of large U.S. and foreign companies with dominant market positions in their industries.
Address
Ivy Funds
6300 Lamar Avenue
Shawnee Mission, KS 66202-4200
Phone
1-800-456-5111