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Ivy Capital Appreciation I (IVAIX)

On Feb 10: 8.02 USD  Up 0.10 (1.26%)  
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 IVY CAPITAL APPRECIATION FUND C Delayed quote dataEdit
Net Asset Value:8.02
Trade Time:Feb 10
Change:Up 0.10 (1.26%)
Prev Close:8.02
YTD Return*:35.66%
Net Assets*:160.03M
Yield*:N/A
* As of 30-Nov-09
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 HEADLINES 
No headlines available for IVAIX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:2 stars
Total Assets:160.03M
Category:Large Growth
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:35.66%
5y Avg Return:0.92%
Rank in Category (ytd):490
% Rank in Category (ytd):26.95%
Beta (3y):1.11
Morningstar Risk Rating:
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks to provide long-term capital appreciation. The fund invests primarily in a diversified portfolio of common stocks of U.S. and, to a lesser extent, foreign companies that are high in quality and attractive in their long-term investment potential. It invests normally at least 80% of assets in equity securities, primarily common stocks and securities convertible into common stocks. While the fund typically invests in the common stocks of large to medium sized U.S. companies, it may invest in companies of any size, any industry or any country.
Fund Profile


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