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Ivy Funds - Ivy Managed International Opportunities Fund (IVTBX)

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12.360.00 (0.00%)
As of 09:00PM EDT. Market open.

Ivy Funds - Ivy Managed International Opportunities Fund

Ivy Funds Inc

6300 Lamar Ave

Overland Park, KS 66202

800-777-6472
Management information
Jürgen D. Wurzer,Lead manager since 14 November 2021
Jürgen Wurzer is the deputy head of portfolio management for the firm's global multi-asset team based in Vienna. Mr. Wurzer rejoined Macquarie Investment Management Austria Kapitalanlage AG (MIMAK) in April 2018, as deputy head of portfolio management for the firm's global multi asset team based in Vienna. Prior to that, he worked at Erste Asset Management as a senior fund manager on the multi- asset management team from September 2016 to March 2018. Mr. Wurzer previously worked at MIMAK from January 2007 to August 2016, leaving the firm as senior investment manager on the global multi asset team. He graduated from University of Applied Sciences Wiener Neustadt with a master's degree.
Morningstar style box
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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. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryForeign Large Blend
Fund familyDelaware Funds by Macquarie
Net assets170.33M
YTD return7.01%
Yield0.34%
Morningstar rating★★
Inception date1 Apr 2007

Fund operations

Last dividend0.04
Last cap gain0.00
Holdings turnover17.00%
Average for categoryN/A

Fees and expenses

ExpenseIVTBXCategory average
Annual report expense ratio (net)2.12%0.92%
Prospectus net expense ratio2.12%N/A
Prospectus gross expense ratio2.76%N/A
Max 12b1 fee1.00%N/A
Max front end sales loadN/A5.28%
Max deferred sales load5.00%1.46%
3-yr expense projection1,096N/A
5-yr expense projection1,503N/A
10-yr expense projection2,706N/A