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    Ivy Balanced A (IBNAX)

    25.42 Up 0.12(0.47%) Jul 29
    Prev Close:25.30
    YTD Return*:1.77%
    Net Assets*:2.58B
    Yield*:0.71%

    * As of 30-Jun-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    LB2.41N/A
    UNP1.97N/A
    PNC1.97N/A
    AAPL1.78N/A
    BA1.65N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:2.58B
    Category:Aggressive Allocation
    Annual Report Expense Ratio (net):1.11%

    Performance & Risk

    YTD Return:1.77%
    5y Avg Return:12.80%
    Rank in Category (ytd):59
    % Rank in Category (ytd):12.88%
    Beta (3y):1.19
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks to provide total return through a combination of capital appreciation and current income. The fund seeks to achieve its objective by investing primarily in a mix of stocks, debt securities and short-term instruments, depending on market conditions. Regarding its equity investments, it invests primarily in medium to large, well-established companies that usually issue dividend-paying securities. The fund typically holds a limited number of stocks (generally 45 to 55). It invests a portion of its total assets in common stocks in seeking to provide possible appreciation of capital and some dividend income. View More
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