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IYMGX Ivy Managed Intl Opportunities R

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Fund IYMGX Ivy Managed Intl Opportunities R DBEF Deutsche X-trackers MSCI EAFE Hedged Eq EAISX Parametric International Equity Investor  
100% 85% 85%
Annual Fees
(1.72% Exp. Ratio)
(0.35% Exp. Ratio)
(0.75% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.61% annual return
$30,596.60 $46,348.73 $41,080.36
Est. savings over 30 yrs +$15,752.13 +$10,483.76
As of 12/31/16
1 YR RETURN 0.91%
3 YR -0.51%
5 YR 5.67%
10 YR --
1 YR RETURN 5.75%
3 YR 5.17%
5 YR 11.59%
10 YR --
1 YR RETURN 1.42%
3 YR -0.22%
5 YR 6.50%
10 YR --
The investment seeks to provide capital growth and appreciation. The fund is a "fund-of-funds" that seeks to achieve its objective by providing investors a diversified portfolio of international stocks, as well as a modest amount of bonds, by investing primarily in Class I shares of certain Ivy Funds global/international mutual funds. By owning shares of the underlying funds, it indirectly holds primarily equity securities of international, including emerging market and, to a lesser extent, U.S. companies of any size as well as a modest amount of fixed-income securities.
The investment seeks investment results that correspond generally to the performance, before fees and expenses, of the MSCI EAFE US Dollar Hedged Index. The fund, using a "passive" or indexing investment approach, seeks investment results that correspond generally to the performance, before fees and expenses, of the underlying index, which is designed to track developed market performance while mitigating exposure to fluctuations between the value of the U.S. dollar and the currencies of the countries included in the underlying index. It will invest at least 80% of its total assets in component securities of the underlying index.
The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in a diversified portfolio of equity securities (the "80% Policy"). It invests primarily in companies domiciled in and tied economically to one or more countries represented in the MSCI Europe, Australasia, Far East Index ("MSCI EAFE Index") and may include securities trading in the form of depositary receipts.

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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.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


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