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Macquarie Mid Cap Income Opportunities Fund Class A (IVOAX)

US Funds

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17.17 -0.07 -0.41%

25/04 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 135.08M

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IVOAX Holdings

Comprehensive information about top holdings and Key Holding Information for the Ivy Mid Cap Income Opportunities A (IVOAX) fund. Our Ivy Mid Cap Income Opportunities A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	0.97	0.97	0.00
Shares	99.03	99.03	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.83	14.48
Price to Book	3.42	2.00
Price to Sales	1.49	1.17
Price to Cash Flow	12.57	8.85
Dividend Yield	2.71	2.19
5 Years Earnings Growth	11.47	10.96

Sector Allocation

Name	Net %	Category Average
Consumer Cyclical	28.38	11.56
Technology	20.54	10.85
Industrials	19.34	16.17
Healthcare	11.62	10.47
Financial Services	8.72	17.62
Real Estate	5.62	7.70
Consumer Defensive	2.96	6.84
Basic Materials	2.81	4.85

Region Allocation

Equities

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 39

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Rollins	US7757111049	3.06	55.31	-0.29%
Broadridge	US11133T1034	3.04	237.72	-0.17%
Darden Restaurants	US2371941053	3.03	199.10	-0.67%
Seagate	IE00BKVD2N49	3.02	82.70	-0.41%
Royalty Pharma	GB00BMVP7Y09	3.02	32.20	+0.53%
Garmin	CH0114405324	3.00	198.96	-0.08%
First American	US31847R1023	3.00	60.94	-2.65%
Cardinal Health	US14149Y1082	3.00	137.56	+1.27%
Travel + Leisure Co	US8941641024	2.99	44.02	+0.64%
Quest Diagnostics	US74834L1008	2.99	173.76	-1.20%

Top Equity Funds by Macquarie

Name	Total Assets	YTD%	3Y%	10Y%
Ivy Large Cap Growth I	4.3B	-6.78	8.85	14.14
Ivy Science & Technology A	3.25B	-9.23	8.37	12.20
Ivy Large Cap Growth A	2.94B	-6.82	8.57	13.82
Ivy Core Equity A	2.55B	-3.29	9.72	11.49
Ivy Mid Cap Growth I	2.05B	-8.62	-3.00	8.80

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Recent Quotes

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C+F Euro Equities.	136.540	+0.790	+0.58%