IVINX : Ivy Global Growth Fund Class A

IVINX is a Allocation Market Total World with HIGH fees.

IVINX

Ivy Global Growth Fund Class A

FI Score

41 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

5 /10

Market Size

7 /10

41% FI Score
  • ivinx
  • Mutual Fund
  • Allocation
  • Total World

Ivy Global Growth Fund Class A

Expenses: 1.37% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks to provide growth of capital. The fund seeks to achieve its objective by investing primarily in common stocks of U.S. and foreign companies that the advisor believes are competitively well-positioned, gaining market share, have the potential for long-term growth and/or operate in regions or countries that the advisor believes possess attractive growth characteristics. It primarily invests in issuers of developed countries, including the U.S., although the fund has the ability to invest in issuers domiciled in or doing business in any country or region around the globe, including emerging markets.

Largest Holdings

Amount Holding
6.11% Amazon.com Inc
5.59% Microsoft Corp
3.40% Thermo Fisher Scientific Inc
3.19% Visa Inc Class A
3.08% Ferrari NV
2.98% Johnson & Johnson
2.85% Airbus SE
2.77% Ping An Insurance (Group) Co. of China Ltd Class H
2.68% Adobe Inc
2.50% Alimentation Couche-Tard Inc Class B
2.41% Abbott Laboratories
2.10% Infineon Technologies AG
2.10% Facebook Inc A
2.08% Fidelity National Information Services Inc
2.04% PayPal Holdings Inc
2.01% Northrop Grumman Corp
2.01% Alibaba Group Holding Ltd ADR
1.98% Mastercard Inc A
1.96% Schneider Electric SE
1.96% Baidu Inc ADR
1.93% Royal Philips NV
1.85% Prudential PLC
1.83% Recruit Holdings Co Ltd
1.74% Ubisoft Entertainment
1.58% Cisco Systems Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo