Ivy International Balanced A
Ivy Funds 6300 Lamar Avenue, P.O. Box 29217 Overland Park, KS 66202
Map
Phone: 800-777-6472
| Category: | World Allocation | | Fund Family: | Ivy Funds | | Net Assets: | 173.78M | | Year-to-Date Return: | -3.93% | | Yield: | 0.23% | | Morningstar Rating: |  | | Fund Inception Date: | 16-Sep-94 |
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John C. Maxwell
Lead Manager since
15-Apr-09 | | | Maxwell joined WRIMCO in 1998 as an investment analyst and had served as assistant portfolio manager for funds managed by IICO and WRIMCO since July 2003. In 2004, Maxwell began assisting the international group as an investment analyst. He has been appointed vice president of IICO and WRIMCO. Maxwell holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $500 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks high total return. The fund invests principally in equity and debt securities traded in largely developed European and Asian/Pacific Basin markets, of issuers of any size, and in investment-grade debt securities issued by governmental agencies and corporations. It may invest in countries with new or comparatively undeveloped economies. The fund invests approximately 50% to 70% of total assets in international equity securities and approximately 30% to 50% of total assets in international investment-grade debt securities. |
| Last Dividend
(11-Jun-09):
| 0.02 | | Last Cap Gain
(11-Dec-08):
| 0.48 | | Annual Holdings Turnover
| 22.00% | | Average for Category:
| 105.43% |
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| Expense | IVBAX | Category
Avg | | Total Expense Ratio: | 1.46%
| 1.24% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 4.97% | | Max Deferred Sales Load: | %
| 2.22% | | 3 Yr Expense Projection*: |
$ 1,010 | $717 | | 5 Yr Expense Projection*: |
$ 1,327 | $1,111 | | 10 Yr Expense Projection*: |
$ 2,221 | $2,237 |
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