Ivy International Core Equity hasn't protected on the downside as well as in the past, but that isn't necessarily a structural issue. All share classes receive a Morningstar Analyst Rating of Bronze, except for the more-expensive B and C shares, which are rated Neutral.
Will ICEIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ICEIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the ICEIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of ICEIX’s parent organization’s priorities and whether they’re in line with investors’ interests.