Delaware Ivy Systematic Em Mkts Eq A (IPOAX)
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Delaware Ivy Systematic Em Mkts Eq A
Overland Park, KS 66202
6300 Lamar Ave
Ivy Funds Inc
Management information
,Lead manager since 14 November 2021
Ben is the Co-Head of the Macquarie Systematic Investments equities team. In addition to the day to day management of the portfolios, Ben is also the Head of Research where he is responsible for managing the research agenda. Ben joined Listed Equities in 2005 as a quantitative analyst where his responsibilities included the development and maintenance of various quantitative models. Following his successful efforts to expand the quantitative capability to international markets, he formed the foundation of the current systematic investment approach. In 2012, Ben and Scot joined together to create the Systematic Investment team to focus exclusively on developing this capability and bringing the benefits to the market place. Prior to joining, he worked as a software engineer for Macquarie’s technology division in Sydney.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryDiversified Emerging Mkts
Fund familyDelaware Funds by Macquarie
Net assets761.63M
YTD return4.86%
Yield3.08%
Morningstar rating★★★
Inception date24 Oct 1993
Fund operations
Last dividend0.57
Last cap gain7.00
Holdings turnover65.00%
Average for categoryN/A
Fees and expenses
ExpenseIPOAXCategory average
Annual report expense ratio (net)1.05%1.23%
Prospectus net expense ratio1.05%N/A
Prospectus gross expense ratio1.57%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.18%
Max deferred sales loadN/A1.16%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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