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Ivy Emerging Markets Equity B IPOBX

Analyst rating as of
NAV / 1-Day Return
23.79  /  2.26 %
Total Assets
2.3 Bil
Adj. Expense Ratio
2.450%
Expense Ratio
2.450%
Fee Level
High
Longest Manager Tenure
6.95 years
Category
Diversified Emerging Mkts
Investment Style
Large Growth
Min. Initial Investment
750
Status
Closed
TTM Yield
0.23%
Turnover
32%
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Morningstar’s Analysis

Will IPOBX outperform in future?

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Macquarie Asset Management Buys Waddell & Reed; Ratings Unchanged

Analyst Note

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On Dec. 2, 2020, Waddell & Reed, the parent company of Ivy Investments, announced that it would be acquired by Macquarie Asset Management and expects the deal to close in mid-2021. This news doesn't immediately affect Ivy's Average Parent rating or any strategy's Morningstar Analyst Rating.

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