Ivy Limited-Term Bond C
6300 Lamar Ave Overland Park KS 66202
Map
Phone: 800-777-6472
| Category: | Short-Term Bond | | Fund Family: | Ivy Funds | | Net Assets: | 196.61M | | Year-to-Date Return: | 6.37% | | Yield: | 2.18% | | Morningstar Rating: |  | | Fund Inception Date: | 21-Sep-92 |
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Mark J. Otterstrom
Lead Manager since
15-Aug-08 | | | Otterstrom is a vice president of Waddell & Reed Investment Management Company and Ivy Investment Management Company. He joined Waddell & Reed in May 1987 as a fixed income specialist with emphasis in high yield municipal bonds. He was appointed assistant vice president and assistant portfolio manager in January 1995 and vice president in January 1996. He was named portfolio manager of the Waddell & Reed Advisors Municipal High Income Fund in June 2000. |
| 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 a high level of current income consistent with preservation of capital. The fund invests primarily in investment-grade debt securities of domestic and, to a lesser extent, U.S. dollar-denominated securities of foreign issuers, including U.S. government securities, corporate debt securities, mortgage-backed securities including collateralized mortgage obligations and other asset backed securities. It invests at least 80% of assets in bonds with limited-term maturities. The fund may invest in companies of any size. |
| Last Dividend
(27-Nov-09):
| 0.02 | | Last Cap Gain
(10-Dec-09):
| 0.03 | | Annual Holdings Turnover
| 20.00% | | Average for Category:
| 114.02% |
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| Expense | WLBCX | Category
Avg | | Total Expense Ratio: | %
| 0.91% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 2.62% | | Max Deferred Sales Load: | 1.00%
| 2.12% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $406 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $646 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,332 |
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