IEOAX Rating, Research - Ivy European Opportunities A

Ivy European Opportunities A (ieoax)

Last Updated by WikiWealth | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

Short Term Rating Stock Ratings Help
placeholder_summary.png

Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
%
%
%
%
%

Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 27

Threats + Weaknesses = 18

When strengths & opportunities substantially exceed threats & weaknesses an investment in the ieoax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Ivy European Opportunities A (IEOAX) Description: IEOAX is a mutual fund, which is an investment that owns a basket of assets. The IEOAX mutual fund was provided by Ivy and this investment vehicle derives the majority of its value from equity holdings (stocks). Ivys mutual fund has a short management tenure and is in the average fund size classification. IEOAXs minimum initial investment amount is $500 while the IRA minimum is $0. IEOAXs expense ratio is roughly 2%. The latest IEOAXs front end load was 6% and the back end load was 0%. The Ivy European Opportunities A (IEOAX) mutual fund falls under the europe stock category. IEOAX focuses its investments in EU and IEOAX is not affiliated with a particular industry or fund sector. The Ivy European Opportunities A (IEOAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find IEOAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of IEOAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital growth. The fund invests normally at least 80% of assets in the equity securities (see equity research) (including common stock, preferred stock and securities convertible into common stock) of European companies of any size, which may include large European companies, or European companies of any size that provide special investment opportunities, small-capitalization companies in the more developed markets of Europe and companies operating in Europes emerging markets.


Management Analysis Update


Performance Analysis Update