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    Ivy High Income B (WHIBX)

    7.11 Down 0.08(1.11%) Jun 24

    Profile as of May 30, 2016Get Profile for:
    Ivy High Income B
    Ivy Funds6300 Lamar Avenue, P.O. Box 29217Overland Park, KS 66202
    Phone: 800-777-6472
    Fund Overview 
    Category:High Yield Bond
    Fund Family:Ivy Funds
    Net Assets:4.87B
    Year-to-Date Return:6.29%
    Morningstar Rating:3 stars
    Fund Inception Date:Jul 18, 2000
    Morningstar Style Box 
    High Yield Bond
    [View Category Definition]
    View Top High Yield Bond Funds
    About the Morningstar Style Box
    Management Information 
    Chad A. Gunther
    Lead Manager since Jul 9, 2014
    Mr. Gunther is Vice President of IICO and WRIMCO and portfolio manager for other investment companies for which IICO or WRIMCO serves as investment manager. He has been an employee of WRIMCO since January 2003, initially serving as an investment analyst. He has served as assistant portfolio manager for funds managed by IICO and WRIMCO since 2008. Mr. Gunther earned a BS in business administration with an emphasis in economics from the University of Kansas, and an MBA with an emphasis in finance from Washington University/St. Louis Olin Graduate School of Business.
    Investment Information 
    Min Initial Investment:750
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:150
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:50
    WHIBX can be purchased from 42 brokerages.

    Fund Summary 
    The investment seeks to provide total return through a combination of high current income and capital appreciation. The fund invests primarily in a diversified portfolio of high-yield, high-risk, fixed-income securities, including secured and unsecured loan assignments, loan participations and other loan instruments (loans), of U.S. and foreign corporate issuers, the risks of which are, in the judgment of the adviser consistent with the fund's objective. It may invest up to 100% of its total assets in non-investment grade debt securities. The fund may invest in fixed-income securities of any maturity and in companies of any size.

    Fund Operations 
    Last Dividend (May 26, 2016) : 0.05
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Jun 22, 2016) : 29.00%
    Average for Category:63.72%
    Fees & Expenses 
    ExpenseWHIBXCategory Avg
    Annual Report Expense Ratio (net):1.70%1.07%
    Prospectus Net Expense Ratio:1.67%N/A
    Prospectus Gross Expense Ratio:1.67%N/A
    Max 12b1 Fee:1.00%N/A
    Max Front End Sales Load:N/A4.15%
    Max Deferred Sales Load: 5.00%1.92%
    3 Yr Expense Projection*:826485
    5 Yr Expense Projection*:1,007772
    10 Yr Expense Projection*:1,7821,594
    * Per $10,000 invested