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Delaware Ivy Systematic Em Mkts Eq I (IPOIX)

20.05 +0.01 (+0.05%)
At close: 8:06 AM EST
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DELL
  • Previous Close 20.04
  • YTD Return 9.16%
  • Expense Ratio 0.80%
  • Category Diversified Emerging Mkts
  • Last Cap Gain 12.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 688.82M
  • Beta (5Y Monthly) 0.98
  • Yield 3.07%
  • 5y Average Return --
  • Holdings Turnover 30.00%
  • Last Dividend 0.62
  • Inception Date Jul 24, 2003

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.

Delaware Funds by Macquarie

Fund Family

Diversified Emerging Mkts

Fund Category

688.82M

Net Assets

2003-07-24

Inception Date

Performance Overview: IPOIX

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Trailing returns as of 11/20/2024. Category is Diversified Emerging Mkts.

YTD Return

IPOIX
9.16%
Category
8.73%
 

1-Year Return

IPOIX
21.59%
Category
41.79%
 

3-Year Return

IPOIX
5.36%
Category
11.48%
 

5-Year Return

IPOIX
4.56%
Category
12.18%
 

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Holdings: IPOIX

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Top 10 Holdings (39.43% of Total Assets)

SymbolCompany% Assets
2330.TW
Taiwan Semiconductor Manufacturing Company Limited 9.61%
0700.HK
TENCENT 5.37%
005930.KS
Samsung Electronics Co., Ltd. 4.47%
ICICIBANK.NS
ICICI Bank Limited 3.97%
INFY.NS
Infosys Limited 2.91%
9999.HK
NetEase, Inc. 2.86%
TCS.NS
Tata Consultancy Services Limited 2.68%
HEROMOTOCO.NS
Hero MotoCorp Limited 2.59%
9988.HK
Alibaba Group Holding Limited 2.53%
BBCA.JK
PT Bank Central Asia Tbk 2.45%

Sector Weightings

SectorIPOIX
Technology   28.47%
Energy   9.06%
Industrials   4.39%
Healthcare   1.82%
Utilities   0.57%
Real Estate   0.10%

Recent News: IPOIX

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Research Reports: IPOIX

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