IIFBX Rating, Research - Ivy International Core Equity B

Ivy International Core Equity B (iifbx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

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


SWOT Statistics

Strengths + Opportunities = 58

Threats + Weaknesses = 40

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

Fund Management Team

Fund Description Update

Ivy International Core Equity B (IIFBX) Description: IIFBX is a mutual fund, which is an investment that owns a basket of assets. The IIFBX 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 medium management tenure and is in the small fund size classification. IIFBXs minimum initial investment amount is $500 while the IRA minimum is $0. IIFBXs expense ratio is roughly 3%. The latest IIFBXs front end load was 0% and the back end load was 5%. The Ivy International Core Equity B (IIFBX) mutual fund falls under the foreign large-cap mixed category. IIFBX focuses its investments in EU and Japan and IIFBX is not affiliated with a particular industry or fund sector. The Ivy International Core Equity B (IIFBX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find IIFBXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of IIFBXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital growth; current income is secondary consideration. The fund invests normally at least 80% of assets in equity securities (see equity research) principally traded in Europe and Asia/Pacific Basin markets. It may invest in countries with new or comparatively undeveloped economies. The fund may use a range of derivative investment techniques to hedge various market risks. The manager primarily uses a disciplined approach while looking for investment opportunities around the world, preferring cash-generating, well-managed and reasonably valued companies that are exposed to global investment themes which should yield above-average growth.

Management Analysis Update

Performance Analysis Update