Macquarie Mid Cap Income Opportunities Fund Y (IVOYX) Research
This fund endeavors to generate total return by primarily allocating capital to a diversified portfolio of income-generating equities issued by medium-sized enterprises. Management specifically targets companies it believes offer strong prospects for both income and capital appreciation. A core tenet of its strategy dictates that at least 80% of its net assets are committed to mid-capitalization securities. For the purpose of this fund, mid-capitalization companies are generally defined as those with market valuations comparable to the constituents of the Russell Midcap® Index, based on the index's composition over the 13 months prior to the security's acquisition.
Market snapshot
- Symbol
- IVOYX
- Price
- $18.49
- Day change
- +0.76%
- Market cap
- $715.7M
- 52-week range
- 16.82-20.26
- Sector
- Financial Services
- Industry
- Asset Management - Income
Peer companies
- Artisan Mid Cap Value Fund (APHQX)
- Calvert International Equity Fund Class A (CWVGX)
- Calvert International Equity Fund Class I (CWVIX)
- Diamond Hill Small Mid Cap Fund Class I (DHMIX)
- Invesco European Small Company Fund Class A (ESMAX)
- Victory High Income Municipal Fund - Class Y (HIMYX)
- Nuveen Flexible Income Fund Class A (NWQAX)
- Nuveen Flexible Income Fund Class C (NWQCX)
Open Macquarie Mid Cap Income Opportunities Fund Y (IVOYX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.