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Delaware Ivy Global Growth Fund Class B (IVIBX)

49.79
+0.08
+(0.16%)
At close: May 23 at 8:00:27 PM EDT

Fund Summary

The investment seeks to provide growth of capital. The fund seeks to achieve its objective by investing primarily in common stocks of U.S. and foreign companies that the manager believes are competitively well-positioned, gaining market share, have the potential for long-term growth and/or operate in regions or countries that the manager believes possess attractive growth characteristics. It primarily invests in issuers of developed countries, including the U.S., although the fund has the ability to invest in issuers domiciled in or doing business in any country or region around the globe, including emerging markets.

Delaware Ivy Global Growth Fund Class B

Ivy Funds Inc
6300 Lamar Ave
800-777-6472

Fund Overview

Category World Large-Stock Growth
Fund Family Delaware Funds by Macquarie
Net Assets 1.09B
YTD Return 15.93%
Yield 0.00%
Morningstar Rating
Inception Date Oct 22, 1993

Fund Operations

Last Dividend 0.00
Last Cap Gain 0.00
Holdings Turnover 32.00%
Average for Category --

Fees & Expenses

Expense IVIBX Category Average
Annual Report Expense Ratio (net) 2.52% 1.12%
Prospectus Net Expense Ratio 2.52% --
Prospectus Gross Expense Ratio 2.66% --
Max 12b1 Fee 1.00% --
Max Front End Sales Load -- 5.37%
Max Deferred Sales Load 5.00% 1.26%
3 Yr Expense Projection 1,113 --
5 Yr Expense Projection 1,498 --
10 Yr Expense Projection 2,661 --

Management Information

F. Chace Brundige, Lead Manager since November 15, 2021
Mr. Brundige joined Ivy Investment Management Company as an assistant portfolio manager for the Large Cap Growth equity team, and became a portfolio manager in Feb. 2006. He is Senior Vice President of IICO, Vice President of the Trust, and Vice President of and portfolio manager for other investment companies for which IICO serves as investment manager. Mr. Brundige holds a BS degree in Finance from Kansas State University, and has earned an MBA with an emphasis in Finance and Accounting from the University of Chicago Graduate School of Business. Mr. Brundige is a Chartered Financial Analyst.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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