Ivy European Opportunities C (ieocx)
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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 |
SWOT Statistics
Fund Management Survey
Fund Management Team
Fund Description Update
Ivy European Opportunities C (IEOCX) Description: IEOCX is a mutual fund, which is an investment that owns a basket of assets. The IEOCX 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 small fund size classification. IEOCXs minimum initial investment amount is $500 while the IRA minimum is $0. IEOCXs expense ratio is roughly 3%. The latest IEOCXs front end load was 0% and the back end load was 1%. The Ivy European Opportunities C (IEOCX) mutual fund falls under the europe stock category. IEOCX focuses its investments in EU and IEOCX is not affiliated with a particular industry or fund sector. The Ivy European Opportunities C (IEOCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find IEOCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of IEOCXs research report features technical analysis and long term investment potential.
Portfolio Strategy
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.
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