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Delaware Ivy Mid Cap Income Opportunities Fund Class I (IVOIX)

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20.17 -0.24    -1.18%
03/10 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  Ivy Funds
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 820.32M
Ivy Mid Cap Income Opportunities I 20.17 -0.24 -1.18%

IVOIX Overview

 
Find basic information about the Delaware Ivy Mid Cap Income Opportunities Fund Class I mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add IVOIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change22.88%
Prev. Close20.41
Risk Rating
TTM Yield1.77%
ROE27.53%
IssuerIvy Funds
Turnover17%
ROA8%
Inception Date41913
Total Assets820.32M
Expenses0.83%
Min. InvestmentN/A
Market Cap19.17B
CategoryMid - Cap Value
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Delaware Ivy Mid Cap Income Opportunities Fund Class I Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1101 1043 1197 1155 1649 -
Fund Return 10.06% 4.31% 19.65% 4.93% 10.53% -
Place in category 286 316 170 302 209 -
% in Category 69 77 43 76 63 -

Top Equity Funds by Delaware Funds by Macquarie

  Name Rating Total Assets YTD% 3Y% 10Y%
  Ivy Large Cap Growth I 4.55B 18.94 8.20 15.35
  Ivy Science & Technology A 3.79B 23.76 5.51 13.10
  Ivy Large Cap Growth A 3.31B 18.76 7.92 15.03
  Ivy Mid Cap Growth I 3B 2.93 -4.74 10.56
  Ivy Core Equity A 2.89B 21.74 9.09 11.78

Top Funds for Mid-Cap Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fidelity Low-Priced Stock 24.97B 11.71 7.46 9.24
  JHancock Disciplined Value Mid Cap 15.01B 11.03 8.03 9.75
  Vanguard Mid-Cap Value Index Admira 12.96B 14.61 6.49 8.90
  Victory Sycamore Established Value6 10.7B 12.80 7.85 11.49
  MFS Mid Cap Value R6 9.8B 15.17 8.31 9.46

Top Holdings

Name ISIN Weight % Last Change %
  Stanley Black Decker US8545021011 3.46 107.39 +0.11%
  Ares Management US03990B1017 3.16 160.39 +2.13%
  First American US31847R1023 3.13 64.79 -0.69%
  Fastenal US3119001044 3.04 70.18 -0.75%
  SCI US8175651046 3.03 76.17 -0.60%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Sell Strong Buy Strong Buy
Summary Neutral Strong Buy Strong Buy
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