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Ivy Mid Cap Income Opport Fd Cl R (IVORX)

EXPENSES

Cost Per $10,000:
3-Year: $430
5-Year: $753
10-Year: $1.7K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0.5%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 13.63%    
59th
3-Year: 2.89%    
79th
5-Year: 7.94%    
69th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 4.01%    
83th
3-Year: -2.27%    
14th
5-Year: -0.42%    
42th
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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