Delaware Ivy Systematic Emerging Markets Equity Fund Class B (IPOBX)
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
- Northwestern Mutual Inv Srvc, LLC
- Mutual Of Omaha Investor Services Inc
- UBS Financial Services Inc
- Protected Investors of America
- H&R Block Financial Advisors Inc
- Mid Atlantic Capital Corp
- Morgan Stanley - Brokerage Accounts
- Pershing FundCenter
- Schwab Institutional
- Td Ameritrade, Inc.
- TD Ameritrade Institutional Services
- Scottrade Load
- Shareholders Services Group
- JPMorgan
- Merrill Lynch
- Fidelity Institutional FundsNetwork
- Schwab Retail
- Schwab Retail OneSource & NTF at NAV
- Schwab Institutional NTF
- Schwab Institutional Load Waived
- Ameriprise Brokerage
- Federated TrustConnect NTF
- Ameriprise SPS Advantage
- Mony Securities Corp
- CommonWealth Core
- SunGard Transaction Network
- Royal Alliance
- MSSB Retail Fund
- Raymond James
- CommonWealth Universe
- Bear Stearns Load
- Robert W. Baird & Co.
- JPMorgan INVEST
- RBC Wealth Management-Network Eligible
- Morgan Stanley SB (All Fund )
- Firstrade
- TIAA-CREF Brokerage Services
- Matrix Financial Solutions
- TD Ameritrade Institutional
- Mid Atlantic Capital Group
- HDVest - Wells Fargo
- Bear Stearns
- JP MORGAN NO-LOAD NTF
- JP MORGAN LOAD
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- MSWM Brokerage
- H Beck Inc.
- Merrill Edge
- PAS
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Pershing Retirement Plan Network
Fund Summary
The investment seeks to provide growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets in equity securities, primarily common stock, of companies (i) from countries considered to be emerging market countries or (ii) that are economically linked to emerging market countries. It may invest up to 100% of its total assets in foreign securities and may invest in depositary receipts of foreign issuers. The fund also may invest up to 20% of its net assets in companies that are not located in, or economically linked to, emerging market countries.
Fund Overview
Category | Diversified Emerging Mkts |
Fund Family | Delaware Funds by Macquarie |
Net Assets | 2.16B |
YTD Return | -4.09% |
Yield | 0.24% |
Morningstar Rating | |
Inception Date | Oct 25, 1993 |
Performance & Risk
YTD Return | 9.63% |
5y Average Return | 4.25% |
Rank in Category (ytd) | 76 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 1.08 |
Morningstar Risk Rating |