|2005 Market St. , Philadelphia, PA 19103|
|Fund Manager||Jonas Krumplys|
|Manager Tenure||7 Years 6 Months|
To seek to provide growth of capital. Ivy Emerging Markets Equity Fund invests, under normal circumstances, at least 80% of its net assets in equity securities, primarily common stock, of companies (i) from countries considered to be emerging market countries or (ii) that are economically linked to emerging market countries. Emerging market countries include, but are not limited to, those considered to be developing by the International Monetary Fund, the World Bank, the International Finance Corporation or one of the leading global investment banks. IICO has broad discretion to identify other countries that it considers to qualify as emerging market countries. The majority of these countries are likely to be located in Asia, Latin America, the Middle East, Central and Eastern Europe, and Africa. The Fund may invest in companies of any size and market capitalization and in companies in any industry. The issuer of a security or other investment generally is deemed to be economically linked to a particular country if: (a) the security or other investment is issued or guaranteed by the government of that country or any of its agencies, authorities or instrumentalities; (b) the issuer is organized under the laws of, and maintains a principal office in, that country; (c) the issuer has its principal securities trading market in that country; (d) the issuer derives 50% or more of its total revenues from goods sold or services performed in that country; (e) the issuer has 50% or more of its assets in that country; or (f) the issuer is included in an index which is representative of that country.
|Asset Type||% Of Allocation|
|Total Net Assets||57.00 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$0|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 06/30/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 06/30/2021|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|TSM||TAIWAN SEMICONDUCTOR MANUFACT||8.03%|
|067166||SAMSUNG ELECTRONICS CO LTD||6.85%|
|0700.HK||TENCENT HOLDINGS LTD||6.30%|
|2331.HK||LI NING COMPANY LTD||4.89%|
|RLNIY||RELIANCE INDUSTRIES LTD||2.67%|
|BABA||ALIBABA GROUP HOLDING LIMITE||2.58%|
|ICBK.NS||ICICI BANK LTD||2.52%|
|HYMPY||HYUNDAI MOTOR CO||2.52%|
|JD||JD COM INC||2.48%|
Join the Action Alerts PLUS Community today!
Stocks could drop 20% as fiscal stimulus is withdrawn and economic growth slows, a Morgan Stanley strategist says.
AstraZeneca's breast-cancer treatment reduced the risk of disease progression or death by 72% vs. a currently approved treatment.
Bitcoin and other cryptocurrencies are battered as China Evergrande Group struggles with bond obligations.
Brooks Automation is selling its chip solutions group and said it would no longer pursue splitting into two companies.
DR Horton said "significant disruptions in the supply chain ... along with tightness in the labor market" will lead to a modestly lower full-year sales forecast.
Colgate-Palmolive stock was upgraded to buy with an $86 price target at Deutsche Bank.
Jim Cramer discusses the market selloff, Evergrande, debt ceiling talks, the upcoming Federal Reserve meeting, Pfizer and more in his latest video interview with TheStreet.
Wynn Resorts faces regulatory uncertainty in Macau, but Morgan Stanley says the casino operator is still 'worth the risk.'
Tesla wants to expand its autonomous-driving effort to help cars make their way through cities, not just highways.
Stocks moving in premarket trading Monday include Pfizer, Netflix, Li Auto, AstraZeneca and Bank of America.