IVY ENTERPRISE FUND $4.78 invests in smaller and medium-sized companies. The $220.1 million fund has an MER of 2.42%.
The fund’s overall choice of stocks doesn’t inspire our confidence. Its top holdings are Winpak, Richie Brothers Auctioneers, Daktronics Inc., Resources Connection, Idexx Laboratories, Astral Media, Canadian Western Bank, Brown & Brown, 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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