Ivy Global Income Allocation A (IVBAX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for IVBAX at this time.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.35%|
Performance & Risk
|5y Avg Return:||13.78%|
|Rank in Category (ytd):||22|
|% Rank in Category (ytd):||4.07%|
|Morningstar Risk Rating:||4|
The investment seeks to provide total return through a combination of current income and capital appreciation.
The fund invests principally in equity and debt securities issued by companies and governments of any size, that the manager believes will be able to generate a reasonable level of current income for investors given current market conditions and that demonstrate favorable prospects for total return. It invests primarily in income-producing securities across the globe. The fund ordinarily invests at least 35% of its total assets in equity investments. View More