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Ivy Mid Cap Income Opport Fd Cl C (IVOCX)

EXPENSES

Cost Per $10,000:
3-Year: $591
5-Year: $1K
10-Year: $2.4K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: 1%
12b-1: 1%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 13.02%    
56th
3-Year: 2.44%    
77th
5-Year: 7.48%    
66th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 3.51%    
80th
3-Year: -2.71%    
11th
5-Year: -0.88%    
33th
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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