|2005 Market St. , Philadelphia, PA 19103|
|Fund Manager||Sarah Ross|
|Manager Tenure||7 Years 1 Months|
To seek to provide growth of capital. Ivy Global Growth Fund seeks to achieve its objective by investing primarily in common stocks of U.S. and foreign companies (including depositary receipts of foreign issuers) that IICO believes are competitively well-positioned, gaining market share, have the potential for long-term growth and/or operate in regions or countries that IICO believes possess attractive growth characteristics. The Fund primarily invests in issuers of developed countries, including the U.S., although the Fund has the ability to invest in issuers domiciled in or doing business in any country or region around the globe, including emerging markets. While the Fund primarily invests in securities issued by large-capitalization companies (typically, companies with market capitalizations of at least $10 billion at the time of acquisition), it may invest in securities issued by companies of any size, in a variety of sectors and industries. Under normal circumstances, the Fund invests at least 40% (or, if the portfolio manager deems it warranted by market conditions, at least 30%) of its total assets in foreign securities. The Fund may invest up to 100% of its total assets in foreign securities, including securities denominated in currencies other than the U.S. dollar. The Fund typically holds a limited number of stocks (generally 50 to 70).
|Asset Type||% Of Allocation|
|Total Net Assets||3.00 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||
Join the Action Alerts PLUS Community today!
British engineering group Rolls-Royce will make new engines for the USAF's B-52 Stratofortress bomber at its U.S. manufacturing base in Indianapolis.
Stock futures mixed amid energy rally, Pelosi sets Thursday vote on $1 trillion infrastructure bill; Oil prices hit 3-year high near $80 a barrel; Germany elections fail to deliver Merkel's successor; Wall Street week ahead.
United Airlines faces a $1.9 million fine from the Department of Transportation for violating federal statutes and a DOT rule prohibiting long tarmac delays.
There are signs more rental units are being built, but single family dwellings are still tight.
Rite Aid expands its on-demand delivery options, adding a partnership with Uber Technologies to deliver products nationwide through Uber Eats.