European recovery at a discount

EUROPEAN EQUITY FUND $6.72 (New York symbol EEA; CWA Fund Rating: Conservative) should gain from a continued economic recovery in Europe, particularly in Germany and France, the two countries where it has 50% of its investments. Germany grew 1.3% in the second quarter of 2009,… Read More

IVY EUROPEAN FUND $11.87

IVY EUROPEAN FUND $11.87 (CWA Rating: Aggressive) holds mostly good-quality stocks. The fund has outperformed the longer-term benchmark Morgan Stanley index.

Even so, we don’t see any reason to hold a mutual fund that focuses on Europe. If you want European exposure, consider the Ivy Foreign… Read More

We still like some Ivy funds

In the past, investors bought mutual funds within the “fund families” promoted by fund sellers for a couple of main reasons.

Mutual funds within a particular fund family often shared some key investment characteristic, such as a conservative or aggressive investment approach, or a stress on… Read More

European stocks at 16% off

EUROPEAN EQUITY FUND $5.59 (New York symbol EEA; CWA Fund Rating: Conservative) mainly invests in large-capitalization European stocks in the 16 countries that use the Euro currency. It may invest up to 20% of its assets in countries that do not use the Euro currency.

The… Read More

European Stocks at 11% Off Net Asset Value

EUROPEAN EQUITY FUND $5.46 (New York symbol EEA; CWA Fund Rating: Conservative) invests mainly in large-capitalization European stocks in the 15 countries that use the Euro currency. It may invest up to 20% of its assets in countries that do not use the Euro currency.

The… Read More

Ivy European Fund $12.72

IVY EUROPEAN FUND $12.72 (CWA Rating: Aggressive) holds mostly good quality stocks, although it has underperformed the longer-term benchmark Morgan Stanley indexes.

We don’t see any reason to hold a mutual fund that concentrates in Europe. If you want European exposure, consider Ivy Foreign Equity Fund… Read More

Ivy Funds: 2 Buys, 2 Sells & One Hold

At one time, mutual funds within a particular ‘fund family’ often shared some key investment characteristic, such as a conservative or aggressive investment approach, or a stress on value as opposed to growth.

However, due to corporate mergers and takeovers in the mutual-funds industry, and more… Read More

Two International Closed-end Fund Buys

CHILE FUND $17.05 (New York symbol CH) (CWA Rating: Aggressive) invests primarily in Chilean stocks. It’s managed by Credit Suisse Asset Management, a division of Credit Suisse, Switzerland’s second-largest bank.

Prices for copper, a key commodity for Chile, are down from the all-time highs they reached… Read More

Ivy European Fund $14.39

IVY EUROPEAN FUND $14.39 (CWA Rating: Aggressive) holds mostly good quality stocks, although it has underperformed the longer-term benchmark Morgan Stanley indexes.

We don’t see any reason to hold a mutual fund that concentrates in Europe. If you want European exposure, consider Ivy Foreign Equity Fund… Read More

Just Two of These Ivy Funds Are Buys

At one time, mutual funds within a particular ‘fund family’ often shared some key investment characteristic, such as a conservative or aggressive investment approach, or a stress on value as opposed to growth.

However, due to corporate mergers and takeovers in the mutual-funds industry, and more… Read More