IVY FOREIGN EQUITY FUND $25.26

IVY FOREIGN EQUITY FUND $25.26 (CWA Rating: Conservative) gained 2.1% over the past 10 years, which was better than 3.1% loss posted by the Morgan Stanley benchmark international index. Over the last year, Ivy Foreign Equity Fund lost 10.7%. The fund invests in companies based… Read More

IVY EUROPEAN FUND $11.87

IVY EUROPEAN FUND $11.87 (CWA Rating: Aggressive) holds mostly good-quality stocks. The fund has outperformed the longer-term benchmark Morgan Stanley index.

Even so, we don’t see any reason to hold a mutual fund that focuses on Europe. If you want European exposure, consider the Ivy Foreign… Read More

We still like some Ivy funds

In the past, investors bought mutual funds within the “fund families” promoted by fund sellers for a couple of main reasons.

Mutual funds within a particular fund family often shared some key investment characteristic, such as a conservative or aggressive investment approach, or a stress on… Read More

Ivy European Fund $12.72

IVY EUROPEAN FUND $12.72 (CWA Rating: Aggressive) holds mostly good quality stocks, although it has underperformed the longer-term benchmark Morgan Stanley indexes.

We don’t see any reason to hold a mutual fund that concentrates in Europe. If you want European exposure, consider Ivy Foreign Equity Fund… Read More

Ivy Foreign Equity Fund $26.81

IVY FOREIGN EQUITY FUND $26.81 (CWA Rating: Conservative) outperformed the Morgan Stanley benchmark international index over the last 10 years. The fund gained 5.0%, and that was better than the Morgan Stanley benchmark’s gain of 1.7%. Ivy Foreign Equity Fund lost 2.2% over the last… Read More

Ivy Funds: 2 Buys, 2 Sells & One Hold

At one time, mutual funds within a particular ‘fund family’ often shared some key investment characteristic, such as a conservative or aggressive investment approach, or a stress on value as opposed to growth.

However, due to corporate mergers and takeovers in the mutual-funds industry, and more… Read More

Ivy European Fund $14.39

IVY EUROPEAN FUND $14.39 (CWA Rating: Aggressive) holds mostly good quality stocks, although it has underperformed the longer-term benchmark Morgan Stanley indexes.

We don’t see any reason to hold a mutual fund that concentrates in Europe. If you want European exposure, consider Ivy Foreign Equity Fund… Read More

Ivy Foreign Equity Fund $28.85

IVY FOREIGN EQUITY FUND $28.85 (CWA Rating: Conservative) outperformed the Morgan Stanley benchmark international index over the last 10 years. The fund gained 4.1%, and that was better than the Morgan Stanley benchmark’s gain of 1.7%. Ivy Foreign Equity Fund lost 11.6% over the last… Read More

Just Two of These Ivy Funds Are Buys

At one time, mutual funds within a particular ‘fund family’ often shared some key investment characteristic, such as a conservative or aggressive investment approach, or a stress on value as opposed to growth.

However, due to corporate mergers and takeovers in the mutual-funds industry, and more… Read More

Ivy European Fund $13.44

IVY EUROPEAN FUND $13.44 (CWA Rating: Aggressive) holds mostly good quality stocks, although it has underperformed the benchmark Morgan Stanley indexes.

We don’t see any reason to hold a mutual fund that concentrates in Europe. If you want European exposure, consider Ivy Foreign Equity Fund (see… Read More