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IYPCX Ivy Emerging Markets Equity R

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Fund IYPCX Ivy Emerging Markets Equity R HLEMX Harding Loevner Emerging Markets Advisor  
100% 90%
Annual Fees
(1.77% Exp. Ratio)
(1.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$29,677.63 $32,719.28
Est. savings over 30 yrs +$3,041.65
As of 12/31/16
1 YR RETURN 9.54%
3 YR -1.43%
5 YR 4.04%
10 YR 2.16%
1 YR RETURN 13.20%
3 YR -1.27%
5 YR 4.24%
10 YR 2.66%
The investment seeks to provide growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets in equity securities, primarily common stock, of companies (i) from countries considered to be emerging market countries or (ii) that are economically linked to emerging market countries. It may invest up to 100% of its total assets in foreign securities. The fund also may invest up to 20% of its net assets in companies that are not located in, or economically linked to, emerging market countries.
The investment seeks long-term capital appreciation through investments in equity securities of companies based in emerging markets. The Portfolio invests at least 80% of its net assets (plus any borrowings for investment purposes) in emerging and frontier markets securities. It invests at least 65% of its total assets in common stocks, preferred stocks, rights and warrants issued by companies that are based in emerging or frontier markets, securities convertible into such securities (including Depositary Receipts), and investment companies that invest in the types of securities in which the Portfolio would normally invest.

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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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