Ivy Asset Strategy A (WASAX)
* As of 30-Apr-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Delta Topco Ltd.||2.63||13.44|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.96%|
Performance & Risk
|5y Avg Return:||7.44%|
|Rank in Category (ytd):||80|
|% Rank in Category (ytd):||13.09%|
|Morningstar Risk Rating:||5|
The investment seeks to provide total return.
The fund seeks to achieve its objective by allocating its assets primarily among stocks, bonds and short-term instruments of issuers in markets around the globe, as well as investments in derivative instruments, precious metals and investments with exposure to various foreign currencies. The fund may invest its assets in any market that IICO believes can offer a high probability of return or, alternatively, can provide a high degree of relative safety in uncertain times. View More