IVY ENTERPRISE FUND $4.24 invests in small and medium-sized companies. The $160.4 million fund has an MER of 2.40%.
The fund’s overall choice of stocks doesn’t inspire our confidence. Its top holdings are Richie Brothers Auctioneers, National Instruments, Resources Connection, Idexx Laboratories, Astral Media, Canadian Western Bank, Daktronics Inc., Henry Schein and Stratasys Inc.
We think investors can do better by buying some of the other small-cap funds we recommend in Canadian Wealth Advisor.
Ivy Enterprise Fund is a sell.
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