Ivy Balanced Y
Ivy Funds 6300 Lamar Avenue, P.O. Box 29217 Overland Park, KS 66202
Map
Phone: 800-777-6472
| Category: | Moderate Allocation | | Fund Family: | Ivy Funds | | Net Assets: | 36.03M | | Year-to-Date Return: | 14.51% | | Yield: | 1.14% | | Morningstar Rating: |  | | Fund Inception Date: | 08-Dec-03 |
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Cynthia P. Prince-Fox
Lead Manager since
01-May-03 | | | Prince-Fox has held her fund responsibilities since January 1993. She is senior vice president of WRIMCO and IICO, vice president of other investment companies for which WRIMCO and IICO serve as investment manager. As well, she is chief investment officer of Austin, Calvert & Flavin, Inc., an affiliate of WRIMCO. From February 2002 to November 2004, she served as Co-Chief Investment Officer for Austin, Calvert & Flavin, Inc. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks to provide current income, and long-term capital appreciation is secondary objective. The fund invests primarily in a mix of stocks, debt securities and short-term instruments, depending on market conditions. It invests primarily in medium to large, well-established companies that usually issue dividend-producing securities. The fund ordinarily invests at least 25% of assets in fixed-income securities. It may invest in both domestic and, to a lesser extent, foreign securities. |
| Last Dividend
(10-Dec-09):
| 0.09 | | Last Cap Gain
(13-Dec-07):
| 0.51 | | Annual Holdings Turnover
| 57.00% | | Average for Category:
| 82.83% |
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| Expense | IBNYX | Category
Avg | | Total Expense Ratio: | %
| 1.01% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.30% | | Max Deferred Sales Load: | %
| 2.71% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $633 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $964 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,881 |
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0.08% Nasdaq 
0.27%
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