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Ivy Core Equity C (WTRCX)

11.55 0.00(0.00%) 25 May

Prev Close:11.55
YTD Return*:5.12%
Net Assets*:500.86M
Yield*:N/A

* As of 28-Feb-13

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for WTRCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
COF4.65-10.37
AAPL4.02-18.61
CBS3.6114.45
JPM3.5411.92
HOG3.276.96
» More Fund Holdings

Fund Basics

Morningstar Overall Rating:
Total Assets:500.86M
Category:Large Growth
Annual Report Expense Ratio (net):2.08%
Fund Profile | Holdings

Performance & Risk

YTD Return:5.12%
5y Avg Return:5.29%
Rank in Category (ytd):62
% Rank in Category (ytd):3.57%
Beta (3y):1.07
Morningstar Risk Rating:2
Performance Details | Risk Details

Fund Summary

The investment seeks capital growth and appreciation. The fund invests, under normal circumstances, at least 80% of its net assets in equity securities; primarily in common stocks of large cap companies that the adviser believes have dominant market positions in their industries. Large cap companies typically are companies with market capitalizations of at least $10 billion at the time of acquisition. It invests in securities that have the potential for capital appreciation, or that the adviser expects to resist market decline. View More
Fund Profile
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