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    Ivy Asset Strategy B (WASBX)

    24.81 Down 0.10(0.40%) May 6
    Prev Close:24.91
    YTD Return*:2.17%
    Net Assets*:25.24B
    Yield*:0.09%

    * As of 30-Apr-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for WASBX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Gold6.71N/A
    01299.HK3.60N/A
    000272.86N/A
    Delta Topco Ltd.2.63N/A
    AAPL.IR2.56N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:25.24B
    Category:World Allocation
    Annual Report Expense Ratio (net):1.71%

    Performance & Risk

    YTD Return:2.17%
    5y Avg Return:6.62%
    Rank in Category (ytd):89
    % Rank in Category (ytd):14.64%
    Beta (3y):1.42
    Morningstar Risk Rating:5

    Fund Summary

    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
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