Ivy Emerging Markets Equity is a reasonable offering, but better options exist. Most of its share classes maintain their Morningstar Analyst Ratings of Neutral, while the very expensive B share class falls to Negative.
Will IPOAX 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 IPOAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the IPOAX 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 IPOAX’s parent organization’s priorities and whether they’re in line with investors’ interests.