IVHIX - Ivy High Income I

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Ivy High Income I

Ivy Funds6300 Lamar Avenue, P.O. Box 29217Overland Park, KS 66202
Management Information
Chad A. Gunther,Lead Manager since July 8, 2014
Mr. Gunther is Senior Vice President of IICO and WRIMCO, Vice President of the Trust, and Vice President of and portfolio manager for other investment companies for which IICO or WRIMCO serve as investment manager. He has been an employee of WRIMCO since January 2003, initially serving as an investment analyst. He has served as assistant portfolio manager for funds managed by IICO and WRIMCO since 2008. Mr. Gunther earned a BS in Business Administration from the University of Kansas, and an MBA with an emphasis in Finance from the Washington University/St. Louis Olin Graduate School of Business.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryHigh Yield Bond
Fund FamilyIvy Funds
Net Assets4.41B
YTD Return7.70%
Morningstar Rating★★★★
Inception DateApr 1, 2007

Fund Operations

Last Dividend0.05
Last Cap Gain0.00
Holdings Turnover35.00%
Average for CategoryN/A

Fees & Expenses

ExpenseIVHIXCategory Average
Annual Report Expense Ratio (net)0.71%1.03%
Prospectus Net Expense Ratio0.71%N/A
Prospectus Gross Expense Ratio0.71%N/A
Max 12b1 Fee0.00%N/A
Max Front End Sales LoadN/A3.95%
Max Deferred Sales LoadN/A1.61%
3 Yr Expense Projection227N/A
5 Yr Expense Projection395N/A
10 Yr Expense Projection883N/A