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Delaware Ivy International Core Eq Y (IVVYX)

21.02 -0.11 (-0.52%)
At close: 8:01 PM EST
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DELL
  • Previous Close 21.13
  • YTD Return 6.20%
  • Expense Ratio 1.02%
  • Category Foreign Large Blend
  • Last Cap Gain 16.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 1.53B
  • Beta (5Y Monthly) 1.04
  • Yield 2.36%
  • 5y Average Return --
  • Holdings Turnover 42.00%
  • Last Dividend 0.50
  • Inception Date Jul 31, 2014

The fund seeks to achieve its objective by investing, under normal circumstances, at least 80% of its net assets in equity securities. It will invest primarily in common stocks of non-U.S. companies, which may include companies located or operating in developed or emerging markets. The fund’s investment in emerging market companies will not exceed the greater of (a) 35% of the fund’s net assets or (b) the weight of emerging markets in the fund’s benchmark index, the MSCI ACWI ex USA Index. It also may invest in depositary receipts of foreign issuers.

Delaware Funds by Macquarie

Fund Family

Foreign Large Blend

Fund Category

1.53B

Net Assets

2014-07-31

Inception Date

Performance Overview: IVVYX

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Trailing returns as of 11/25/2024. Category is Foreign Large Blend.

YTD Return

IVVYX
6.20%
Category
9.07%
 

1-Year Return

IVVYX
18.39%
Category
33.76%
 

3-Year Return

IVVYX
1.52%
Category
8.50%
 

5-Year Return

IVVYX
6.00%
Category
10.08%
 

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Holdings: IVVYX

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Top 10 Holdings (27.77% of Total Assets)

SymbolCompany% Assets
2330.TW
2330.TW 4.23%
MELI
MELI 3.36%
SAP.DE
SAP.DE 2.94%
AIR.PA
AIR.PA 2.66%
105560.KS
105560.KS 2.56%
HO.PA
HO.PA 2.55%
SE
SE 2.45%
BBVA.MC
BBVA.MC 2.40%
HDFCBANK.NS
HDFCBANK.NS 2.35%
DTE.DE
DTE.DE 2.26%

Sector Weightings

SectorIVVYX
Technology   16.45%
Industrials   15.48%
Healthcare   13.55%
Energy   2.65%
Utilities   1.37%
Real Estate   0.00%

Recent News: IVVYX

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Research Reports: IVVYX

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