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    More On IBNAX


    Ivy Balanced A (IBNAX)

    25.91 0.00(0.00%) Feb 25

    Holdings as of Dec 30, 2014Get Holdings for:
    Overall Portfolio Composition (%) 
    Cash:0.74
    Stocks:66.45
    Bonds:23.94
    Other:8.39
    Top 10 Holdings (18.05% of Total Assets) 
    CompanySymbol% AssetsYTD Return %
    L Brands, Inc.LB2.40-1.96
    Union Pacific Corporation CommoUNP2.11-0.10
    PNC Financial Services Group, IPNC1.99-5.01
    Southwest Airlines Company CommLUV1.745.22
    Apple Inc.AAPL1.737.47
    JP Morgan Chase & Co. Common StJPM1.72-10.72
    Home Depot, Inc. (The) Common SHD1.64-0.51
    Applied Materials, Inc.AMAT1.64-8.29
    Boeing Company (The) Common StoBA1.5612.53
    PPG Industries, Inc. Common StoPPG1.52-3.21
    Get Quotes for Top 10 Holdings
    Equity Holdings 
    AveragesIBNAXCategory Avg
    Price/Earnings18.1816.28
    Price/Book2.412.06
    Price/Sales2.181.42
    Price/Cashflow7.257.63
    Median Market Cap46.1K35.76K
    3 Year Earnings Growth17.82%11.73%
    Sector Weightings (%)  
    Sector IBNAXCategory Avg
    Basic Materials
     
    5.404.79
    Consumer Cyclical
     
    18.8012.52
    Financial Services
     
    13.9916.03
    Realestate0.003.78
    Consumer Defensive
     
    6.627.96
    Healthcare
     
    7.8013.80
    Utilities0.003.27
    Communication Services
     
    4.703.94
    Energy
     
    7.137.50
    Industrials
     
    21.5911.61
    Technology
     
    13.9614.79
    Bond Ratings (%)  
    SectorIBNAXCategory Avg
    US GOVERNMENTN/AN/A
    AAA7.4640.57
    AA8.044.77
    A35.7814.00
    BBB29.8817.25
    BB12.5514.06
    B4.766.39
    BELOW B1.531.37
    OTHER0.001.60
    Bond Holdings 
    AveragesIBNAXCategory Avg
    Maturity2.936.26
    Duration2.744.11
    Credit QualityNaNBelowB