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Delaware Ivy Balanced Fund Class C (IBNCX)
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20.77 - YTD Return 7.24%
- Expense Ratio 0.80%
- Category Allocation--50% to 70% Equity
- Last Cap Gain -2.00
- Morningstar Rating
- Morningstar Risk Rating --
- Sustainability Rating
- Net Assets 1.59B
- Beta (5Y Monthly) 1.03
- Yield 1.36%
- 5y Average Return --
- Holdings Turnover 82.00%
- Last Dividend 0.24
- Inception Date Apr 2, 2007
The fund seeks to achieve its objective by investing primarily in a diversified mix of stocks, debt securities and short-term instruments, depending on market conditions. Regarding its income-generating equity investments, it invests primarily in medium to large, well-established companies. The fund invests at least 50% of its total assets in equity securities including convertible securities.
Delaware Funds by Macquarie
Fund Family
Allocation--50% to 70% Equity
Fund Category
1.59B
Net Assets
2007-04-02
Inception Date
Performance Overview: IBNCX
Trailing returns as of 4/16/2024. Category is Allocation--50% to 70% Equity.
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Holdings: IBNCX
Top 10 Holdings (23.71% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorIBNCX
Technology 30.75%
Financial Services 20.14%
Healthcare 12.66%
Consumer Cyclical 9.10%
Communication Services 7.95%
Industrials 6.94%
Consumer Defensive 4.40%
Basic Materials 4.24%
Energy 2.73%
Utilities 0.82%
Real Estate 0.26%
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