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IVA Worldwide I IVWIX

Analyst rating as of
NAV / 1-Day Return
17.29  /  0.70 %
Total Assets
1.9 Bil
Adj. Expense Ratio
0.940%
Expense Ratio
0.940%
Fee Level
Average
Longest Manager Tenure
12.43 years
Category
World Large Stock
Investment Style
Large Value
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
0.02%
Turnover
49%
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Morningstar’s Analysis

Will IVWIX outperform in future?

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

A manager and founding partner has departed, but a strong foundation remains.

Senior Analyst

Summary

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The departure of IVA Worldwide’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 all the analysts and the long-held strategy. The fund retains Morningstar Analyst Ratings of Silver for the Institutional shares, Bronze for the A shares, and Neutral for the C shares.

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