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    Ivy Balanced A (IBNAX)

    24.47 Up 0.02(0.08%) Feb 27

    Holdings as of Dec 30, 2016Get Holdings for:
    Overall Portfolio Composition (%) 
    Cash:0.37
    Stocks:56.76
    Bonds:33.80
    Other:1.46
    Top 10 Holdings (17.61% of Total Assets) 
    CompanySymbol% AssetsYTD Return %
    Carnival Corporation Common StoCCL2.18N/A
    JP Morgan Chase & Co. Common StJPM2.04N/A
    Apple Inc.AAPL1.90N/A
    Shire plcSHPG1.79N/A
    Applied Materials, Inc.AMAT1.78N/A
    Johnson & Johnson Common StockJNJ1.70N/A
    Comcast CorporationCMCSA1.68N/A
    PNC Financial Services Group, IPNC1.56N/A
    Intercontinental Exchange Inc. ICE1.49N/A
    Johnson Controls International JCI1.49N/A
    Get Quotes for Top 10 Holdings
    Equity Holdings 
    AveragesIBNAXCategory Avg
    Price/Earnings16.7918.74
    Price/Book2.382.35
    Price/Sales1.971.72
    Price/Cashflow10.689.19
    Median Market Cap47.4K53.38K
    3 Year Earnings Growth13.99%10.83%
    Sector Weightings (%)  
    Sector IBNAXCategory Avg
    Basic Materials
     
    3.394.25
    Consumer Cyclical
     
    12.7611.45
    Financial Services
     
    12.3416.99
    Realestate0.002.69
    Consumer Defensive
     
    12.868.95
    Healthcare
     
    23.0213.47
    Utilities0.002.99
    Communication Services
     
    5.374.08
    Energy
     
    10.557.20
    Industrials
     
    5.6411.19
    Technology
     
    14.0716.74
    Bond Ratings (%)  
    SectorIBNAXCategory Avg
    US GOVERNMENTN/AN/A
    AAA0.0039.42
    AA14.205.99
    A20.5015.42
    BBB42.8016.13
    BB14.409.82
    B2.807.96
    BELOW B3.201.72
    OTHER2.103.55
    Bond Holdings 
    AveragesIBNAXCategory Avg
    Maturity4.805.64
    Duration4.004.39
    Credit QualityNaNBelowB