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Ivy Asset Strategy C (WASCX)

30.16 Down 0.09(0.30%) Sep 15
Prev Close:30.25
YTD Return*:-1.12%
Net Assets*:34.93B
Yield*:0.03%

* As of 31-Aug-14

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

Top Holdings

Symbol% AssetsYTD Return %
GOLD BULLION6.53-18.42
GXYEF5.15-18.73
LVS.HK2.8710.27
Recv Wynn Trs 05/22/152.663.38
AAIGF2.61N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:34.93B
Category:World Allocation
Annual Report Expense Ratio (net):1.68%

Performance & Risk

YTD Return:-1.12%
5y Avg Return:9.46%
Rank in Category (ytd):97
% Rank in Category (ytd):18.58%
Beta (3y):1.88
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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