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IVA International I IVIQX

Analyst rating as of
NAV / 1-Day Return
15.55  /  1.08 %
Total Assets
552.2 Mil
Adj. Expense Ratio
0.950%
Expense Ratio
0.950%
Fee Level
Above Average
Longest Manager Tenure
12.41 years
Category
Foreign Large Blend
Investment Style
Large Value
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
0.35%
Turnover
28%
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Morningstar’s Analysis

Will IVIQX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The departure of one manager is a loss, but strengths remain.

Senior Analyst

Summary

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The departure of IVA International's comanager, who was also co-CIO and a cofounder of advisor IVA, is a loss for the fund. But the senior manager remains in place, as do the analysts and approach. Under Morningstar's enhanced ratings system, the fund receives Morningstar Analyst Ratings of Bronze for the Institutional and A shares and Neutral for the C shares.

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