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Ivy Mid Cap Income Opport Fd Cl I (IVOIX)

EXPENSES

Cost Per $10,000:
3-Year: $268
5-Year: $470
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 9.15%    
55th
3-Year: 3.16%    
73th
5-Year: 8.37%    
72th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -0.63%    
44th
3-Year: -0.68%    
36th
5-Year: 0.04%    
53th
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MANAGEMENT

Fund Manager:
Name: Scott
Since: 10/01/2014

PORTFOLIO

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Data on this page as of 12/31/2024.

Underlying data by Value Line