Active allocation: A world of ideas
Our Ivy Live panelists discuss the evolving investment landscape, including the recent U.S.-China trade escalation, and ideas to help guide allocation decisions.
Top 10 holdings (%) as of 03/31/2019: Microsoft Corp. 5.3, Boeing Co. 3.6, UnitedHealth Group, Inc. 3.6, Citigroup, Inc. 2.8, Amazon.com, Inc. 2.7, Analog Devices, Inc. 2.7, Lockheed Martin Corp. 2.6, Mastercard, Inc. 2.5, Alphabet, Inc. 2.5, Nike, Inc. 2.4.
Gus C. Zinn, CFA, served as a portfolio manager on the Fund until Dec. 3, 2018.
The S&P 500 Index is a float-adjusted market capitalization weighted index that measures the large-capitalization U.S. equity market. It is not possible to invest directly in an index.
Risk factors: The value of the Fund’s shares will change, and you could lose money on your investment. Because the Fund is generally invested in a small number of stocks, the performance of any one security held by the Fund will have a greater impact than if the Fund were invested in a larger number of securities. Although larger companies tend to be less volatile than companies with smaller market capitalizations, returns on investments in securities of large capitalization companies could trail the returns on investments in securities of smaller companies. An investment in the Fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Not all funds or fund classes may be offered at all broker/dealers. These and other risks are more fully described in the Fund’s prospectus.