• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up 1.23% Nasdaq Up 1.74%

    Ivy High Income A (WHIAX)

    7.42 Down 0.03(0.40%) Oct 2
    Prev Close:7.45
    YTD Return*:-0.35%
    Net Assets*:6.89B

    * As of 31-Aug-15

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


    • No Headlines available for WHIAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Misys Plc And Magic Newco Llc3.05N/A
    Laureate Educ 144A 9.25%2.27N/A
    Balboa Merger Sub 144A 11.375%1.30N/A
    Onex Usi Acquisition 144A 7.75%1.29N/A
    Jo-Ann Stores 144A 9.75%1.23N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:6.89B
    Category:High Yield Bond
    Annual Report Expense Ratio (net):0.94%

    Performance & Risk

    YTD Return:-0.35%
    5y Avg Return:8.16%
    Rank in Category (ytd):71
    % Rank in Category (ytd):8.95%
    Beta (3y):0.33
    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 corporate issuers, the risks of which are, in the judgment of the adviser consistent with the fund's objective. It may invest up to 100% of its total assets in non-investment grade debt securities. The fund may invest in fixed-income securities of any maturity and in companies of any size. View More
    Your browser doesn't support canvas
    Submit Feedback