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IMACX Ivy Apollo Multi-Asset Income C

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Fund IMACX Ivy Apollo Multi-Asset Income C RMYCX Russell Multi-Strategy Income C  
100% 85%
Annual Fees
(2.02% Exp. Ratio)
(1.86% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.52% annual return
$15,283.46 $16,050.19
Est. savings over 30 yrs +$766.73
As of 12/31/16
1 YR RETURN 6.29%
3 YR --
5 YR --
10 YR --
1 YR RETURN 8.09%
3 YR --
5 YR --
10 YR --
The investment seeks to provide a high level of current income; capital appreciation is a secondary objective. The fund seeks to achieve its objectives by allocating its assets among four different investment strategies: total return strategy; high income strategy; global equity income strategy; and global real estate strategy. The target allocation of the total return strategy is 20%; the target allocation of the high income strategy is 30%; the target allocation of the global equity income strategy is 40%; the target allocation of the global real estate strategy is 10%.
The investment seeks to provide a high level of current income and, as a secondary objective, long-term capital growth. The fund principally invests in a range of diversified income-producing investments. It will typically pursue strategies and invest in instruments which have historically produced a significant portion of their total return from income. The fund will generally invest 25% to 75% of its assets in equity or equity-related securities or instruments and 25% to 75% of its assets in fixed income or fixed income related securities or instruments.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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