|2005 Market St. , Philadelphia, PA 19103|
|Fund Manager||Erik R. Becker|
|Manager Tenure||15 Years 7 Months|
To seek to provide capital growth and appreciation. Ivy Core Equity Fund seeks to achieve its objective by investing, under normal circumstances, at least 80% of its net assets in equity securities,primarily in common stocks of large-capitalization companies. The Fund seeks to invest in companies that IICO believes are high-quality, have sustainable competitive advantages accompanied by financial strength and earnings stability, and have leading positions in their industries. Large-capitalization companies typically are companies with market capitalizations of at least $10 billion at the time of acquisition. The Fund invests insecurities that have the potential for capital appreciation, or that IICO expects to resist market decline. Although the Fund primarily invests insecurities issued by large-capitalization companies, it may invest in securities issued by companies of any size. The Fund may invest in securities of companies across the valuation spectrum, including securities issued by growth and value companies.
|Asset Type||% Of Allocation|
|Total Net Assets||33.00 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|
|GOOGL||ALPHABET INC CLASS A||4.26%|
|AMZN||AMAZON COM INC||3.82%|
|UNH||UNITEDHEALTH GROUP INC||3.28%|
|JPM||JPMORGAN CHASE & CO||2.95%|
|CME||CME GROUP INC||2.65%|
|TEL||TE CONNECTIVITY LTD||2.63%|
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