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Ivy Cundill Global Value Fd Cl A: (MF: ICDAX)
(MF) As of Sep 16, 2014 06:05 PM ET
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Zacks MF Rank : 5 - Strong Sell
This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:
1 Strong Buy
5 Strong Sell
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General Information as of Aug 31, 2014
%Unrealized Gain YTD
Net Assets (Mil $) 8/31/2014
% of Portfolio
High Yield Bond
Sector / Country Weightings
As of 8/31/2014
% of Portfolio
Top Equity Holdings
(As of 6/30/2014) % of Portfolio
AMERICAN INTERNATIONAL GR 5.67
BANK OF AMERICA CORP
MUENCHENER RUECKVERSICHER 3.94
SANKYO CO LTD
Stock Holding % of Net Assets
Avg. EPS Growth
Avg. Market Value (Mil $)
Chart for Ivy Cundill Global Value Fd Cl A ICDAX
%Max Sales Load
%Max Deferred Load
%Max 12b-1 Fee
%Max Management Fee
The fund was incepted in September 2001 and is managed by Waddell and Reed Ivy Investment Company. The fund seeks long-term capital growth. The fund invests primarily in equity securities (including common stock, preferred stock and securities convertible into common stock) throughout the world, including emerging market countries, that are trading below their estimated 'intrinsic value.' The fund distributes its dividends and capital gains, if any, annually in December.
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At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1986 it has nearly tripled the S&P 500 with an average gain of +26% per year. These returns cover a period from 1986-2011 and were examined and attested by Baker Tilly, an independent accounting firm.
performance for information about the performance numbers displayed above.
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