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    Ivy High Income B (WHIBX)

    7.96 0.00(0.00%) Jul 2
    Prev Close:7.96
    YTD Return*:3.37%
    Net Assets*:7.90B

    * As of 31-May-15

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


    • No Headlines available for WHIBX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Misys Plc And Magic Newco Llc2.90N/A
    Laureate Educ 144A 9.25%2.19N/A
    Balboa Merger Sub 144A 11.375%1.26N/A
    Jo-Ann Stores 144A 9.75%1.26N/A
    Onex Usi Acquisition 144A 7.75%1.24N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:7.9B
    Category:High Yield Bond
    Annual Report Expense Ratio (net):1.67%

    Performance & Risk

    YTD Return:3.37%
    5y Avg Return:9.12%
    Rank in Category (ytd):74
    % Rank in Category (ytd):9.2%
    Beta (3y):0.25
    Morningstar Risk Rating:2

    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 issuers, the risks of which are, in the judgment of the adviser consistent with the fund's objective. It invests primarily in lower quality debt securities, which include debt securities rated BBB+ or lower. View More
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