Ivy Global Natural Resources A
Ivy Funds 6300 Lamar Avenue, P.O. Box 29217 Overland Park, KS 66202
Phone: 800-777-6472
| Category: |
Natural Resources |
| Fund Family: |
Ivy Funds |
| Net Assets: |
2.64B |
| Year-to-Date Return: |
-6.87% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
02-Jan-97 |
|
Frederick Sturm
Lead Manager since
02-Jan-97 |
|
| Frederick Sturm has managed the Portfolio since its inception in April 2005. Mr. Sturm is also primarily responsible for the management of Ivy Global Natural Resources Fund, whose investment manager is IICO. He joined Mackenzie in 1983. |
| Min Initial Investment: |
$500 |
| Min Initial Investment, IRA: |
NaN |
| Min Initial Investment, AIP: |
$50 |
| Min Subsequent Investment: |
$0 |
| Min Subsequent Investment, IRA: |
N/A |
| Min Subsequent Investment, AIP: |
$25 |
|
|
|
| The investment seeks to provide long-term growth. Any income realized will be incidental. The fund invests normally at least 80% of assets in equity securities of companies of any size throughout the world that own, explore or develop natural resources and other basic commodities or supply goods and services to such companies. It seeks to be diversified internationally and therefore regularly invests in foreign companies and domestic companies that have principal operations in foreign jurisdictions. |
| Last Dividend
(11-Dec-08):
|
0.03 |
| Last Cap Gain
(11-Dec-08):
|
4.32 |
| Annual Holdings Turnover
|
191.00% |
| Average for Category:
|
103.65% |
|
| Expense |
IGNAX |
Category
Avg |
| Total Expense Ratio: |
1.40%
|
1.49% |
| Max 12b1 Fee: |
0.25%
|
N/A |
| Max Front End Sales Load: |
5.75%
|
5.10% |
| Max Deferred Sales Load: |
%
|
2.28% |
| 3 Yr Expense Projection*: |
$993 |
$739 |
| 5 Yr Expense Projection*: |
$1,297 |
$1,155 |
| 10 Yr Expense Projection*: |
$2,158 |
$2,319 |
|
|
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