IVA Worldwide Fund Class A (IVWAX) Research
The IVA Worldwide Fund Class A aims to achieve sustained capital appreciation over the long term. It accomplishes this by diversifying investments across a wide spectrum of securities and asset classes in global markets, including significant exposure to the U.S. Under typical market conditions, the fund is committed to investing at least 30% of its total assets in equity and debt instruments issued by foreign companies and governments, with the advisor generally aiming for an allocation of 40% or more to these international holdings. Its portfolio may encompass businesses situated in emerging economies – particularly in the Far East, Latin America, and Eastern Europe – as well as established enterprises operating in developed nations like the U.S., Canada, Japan, and Western Europe.
Market snapshot
- Symbol
- IVWAX
- Price
- $17.14
- Day change
- -1.45%
- Market cap
- $991.0M
- 52-week range
- 14.72-17.43
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Delaware SMID Cap Growth Fund Class A (DFCIX)
- BNY Mellon New York Tax Exempt Bond Fund, Inc. (DRNYX)
- Allspring Discovery All Cap Growth - Admin (EOMYX)
- AB Cap Fund, Inc. - AB International Strategic Core Portfolio - A (ISARX)
- JPMorgan Tax Aware Equity Fund Class A (JPEAX)
- BMO TCH Core Plus Bond Fund Class Y Shares (MCYBX)
- MainStay Income Builder Fund Class R3 (MTXVX)
- PGIM Balanced Fund- Class B (PBFBX)
Open IVA Worldwide Fund Class A (IVWAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.