Ivy Asset Strategy C
6300 Lamar Ave Overland Park KS 66202
Map
Phone: 800-777-6472
| Category: | World Allocation | | Fund Family: | Ivy Funds | | Net Assets: | 6.94B | | Year-to-Date Return: | 21.94% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 20-Apr-95 |
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Michael L. Avery
Lead Manager since
01-Jan-97 | | | Michael L. Avery -- Avery is senior vice president of WRIMCO and IICO, vice president of the fund. He has served as CIO of Waddell & Reed Financial, Inc., WRIMCO and IICO since June 2005. He has served as portfolio manager for investment companies managed by WRIMCO since February 1994. He held the position of Director of Equity Research for WRIMCO and its predecessor from August 1987 through June 2005. He has served as a Director of the Corporation since April 2007. |
| 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 to provide high total return over the long run. The fund seeks to achieve its objective by allocating its assets among primarily stocks, bonds and short-term instruments of issuers located around the world. It may invest in domestic and foreign securities; the fund may invest up to 100% of assets in foreign securities. It may buy or sell options or futures contracts on a security or an index of securities, or enter into swaps. |
| Last Dividend
(15-Dec-05):
| 0.01 | | Last Cap Gain
(11-Dec-08):
| 2.35 | | Annual Holdings Turnover
| 279.00% | | Average for Category:
| 100.80% |
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| Expense | WASCX | Category
Avg | | Total Expense Ratio: | %
| 1.19% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.93% | | Max Deferred Sales Load: | 1.00%
| 2.22% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $695 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,081 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,177 |
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0.47% Nasdaq 
0.20 (0.92%) 
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