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Nasdaq - Delayed Quote USD

Ivy Funds - Delaware Global Equity Fund II (IBIBX)

14.20
+0.06
+(0.42%)
At close: November 8 at 6:45:26 PM EST

Investment Information

Min Initial Investment
750
Min Initial Investment, IRA
--
Min Initial Investment, AIP
1.5
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Mid Atlantic Capital Corp
  • Morgan Stanley - Brokerage Accounts
  • Pershing FundCenter
  • Shareholders Services Group
  • JPMorgan
  • Ameriprise Brokerage
  • Ameriprise SPS Advantage
  • MSSB Retail Fund
  • Raymond James
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN LOAD
  • MSWM Brokerage
  • Pershing Retirement Plan Network

Fund Summary

The investment seeks to provide total return through a combination of current income and capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets in equity securities. Under normal circumstances, it invests at least 40% (or, if the manager deems it warranted by market conditions, at least 30%) of its total assets in securities of non-U.S. issuers. The fund may invest in U.S. and non-U.S. issuers, including issuers located in emerging market countries, and may invest up to 100% of its total assets in foreign securities.

Fund Overview

Category World Large-Stock Value
Fund Family Delaware Funds by Macquarie
Net Assets 591.46M
YTD Return 12.47%
Yield 1.82%
Morningstar Rating
Inception Date Jun 04, 2012

Performance & Risk

YTD Return 6.23%
5y Average Return 4.29%
Rank in Category (ytd) 67
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

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