Ivy Balanced C
Ivy Funds6300 Lamar Avenue, P.O. Box 29217Overland Park, KS 66202
Map
Phone: 800-777-6472
| Category: | Aggressive Allocation | | Fund Family: | Ivy Funds | | Net Assets: | 841.99M | | Year-to-Date Return: | 7.13% | | Yield: | 0.28% | | Morningstar Rating: |  | | Fund Inception Date: | Dec 7, 2003 |
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Cynthia P. Prince-Fox
Lead Manager since Apr 30, 2003 | | | Title: Chief Investment Officer
Cynthia Prince-Fox, born in 1959, entered the investment management business in 1983, when she joined Austin, Calvert & Flavin, Inc.âs parent company, Waddell & Reed in Kansas City. In May of 2000, Ms. Prince-Fox joined Austin, Calvert & Flavin, Inc. in San Antonio, acting as liaison to help integrate the investment process between the two firms. Effective January of 2002, she was appointed Co-Chief Investment Officer and worked very closely with Harry Flavin, Chief Investment Officer. Ms. Prince-Fox was appointed Chief Investment Officer of Austin Calvert & Flavin, Inc. in February of 2006. |
| Min Initial Investment: | 500 | | Min Initial Investment, IRA: | N/A | | Min Initial Investment, AIP: | 50 | | Min Subsequent Investment: | N/A | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | 25 |
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| The investment seeks to provide total return through a combination of capital appreciation and current income.
The fund invests primarily in a mix of stocks, debt securities and short-term instruments, depending on market conditions. It owns common stocks in order to provide possible appreciation of capital and some dividend income. In general, the fund invests a portion of its total assets in either debt securities or preferred stocks, or both, in order to provide income and relative stability of capital. It ordinarily invests at least 25% of its total assets in fixed-income securities. |
| Last Dividend
(Jun 15, 2011)
:
| 0.05 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 15, 2013)
:
| 37.00% | | Average for Category: | 47.85% |
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| Expense | IBNCX | Category Avg |
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| Annual Report Expense Ratio (net): | 1.92% | 0.93% | | Prospectus Net Expense Ratio: | 1.92% | N/A | | Prospectus Gross Expense Ratio: | 1.92% | N/A | | Max 12b1 Fee: | 1.00% | N/A | | Max Front End Sales Load: | N/A | 5.35% | | Max Deferred Sales Load:
| 1.00% | 2.48% | | 3 Yr Expense Projection*: | 603 | 699 | | 5 Yr Expense Projection*: | 1,037 | 1,073 | | 10 Yr Expense Projection*: | 2,243 | 2,114 |
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0.07(0.31%) May 23