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Macquarie Mid Cap Income Opportunities Fund Class I (IVOIX)

US Funds

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19.77 -0.16 -0.80%

02/09 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 639.67M

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IVOIX Holdings

Comprehensive information about top holdings and Key Holding Information for the Ivy Mid Cap Income Opportunities I (IVOIX) fund. Our Ivy Mid Cap Income Opportunities I 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	2.61	2.61	0.00
Shares	97.39	97.39	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.30	14.81
Price to Book	3.43	2.01
Price to Sales	1.67	1.19
Price to Cash Flow	10.62	8.89
Dividend Yield	2.78	2.17
5 Years Earnings Growth	11.56	10.12

Sector Allocation

Name	Net %	Category Average
Consumer Cyclical	28.49	11.55
Technology	20.20	11.19
Industrials	17.11	16.39
Healthcare	11.52	10.36
Financial Services	8.60	17.54
Real Estate	5.74	7.62
Consumer Defensive	5.49	6.65
Basic Materials	2.86	4.78

Region Allocation

Equities

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 39

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Seagate	IE00BKVD2N49	2.88	170.50	+1.85%
Ares Management	US03990B1017	2.84	179.78	+0.32%
Cardinal Health	US14149Y1082	2.84	149.55	+0.52%
Garmin	CH0114405324	2.84	234.29	-3.11%
Travel + Leisure Co	US8941641024	2.83	62.37	-1.33%
Levi Strauss A	US52736R1023	2.83	22.63	+1.16%
Fastenal	US3119001044	2.83	49.19	-0.95%
SCI	US8175651046	2.83	78.06	-1.50%
Broadridge	US11133T1034	2.82	251.96	-1.43%
nVent Electric	IE00BDVJJQ56	2.82	89.48	-1.01%

Top Equity Funds by Macquarie

Name	Total Assets	YTD%	3Y%	10Y%
Ivy Large Cap Growth I	4.44B	6.44	17.81	15.26
Ivy Science & Technology A	4.04B	20.77	25.50	15.58
Ivy Large Cap Growth A	3.23B	6.30	17.51	14.94
Ivy Core Equity A	2.84B	9.81	17.35	12.67
Ivy Mid Cap Growth I	1.85B	5.62	6.07	10.52

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Recent Quotes

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Ivy Mid Cap Incom.	19.77	-0.16	-0.80%
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SUNFLOWERS FUNDO .	2.564	+0.003	+0.12%
SKAGEN Tellus B	10.311	+0.004	+0.04%
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N4G	0.6100	+0.0180	+3.04%