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Ivy Mid Cap Income Opport Fd Cl A (IVOAX)

EXPENSES

Cost Per $10,000:
3-Year: $349
5-Year: $611
10-Year: $1.4K
Loads and Fees:
Initial: 5.75%
Deferred: NONE
Redemption: NONE
12b-1: 0.25%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 13.86%    
61th
3-Year: 3.18%    
80th
5-Year: 8.27%    
73th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.3%    
87th
3-Year: -1.91%    
19th
5-Year: -0.06%    
53th
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MANAGEMENT

Fund Manager:
Name: Managed
Since: 11/01/2021

PORTFOLIO

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Data on this page as of 04/30/2024.

Underlying data by Value Line