WHIBX - Ivy High Income B

Nasdaq - Nasdaq Delayed Price. Currency in USD

Ivy High Income B

Ivy Funds6300 Lamar Avenue, P.O. Box 29217Overland Park, KS 66202
800-777-6472
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
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
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 Return6.34%
Yield6.20%
Morningstar Rating★★★
Inception DateJul 17, 2000

Fund Operations

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

Fees & Expenses

ExpenseWHIBXCategory Average
Annual Report Expense Ratio (net)1.72%1.03%
Prospectus Net Expense Ratio1.72%N/A
Prospectus Gross Expense Ratio1.72%N/A
Max 12b1 Fee1.00%N/A
Max Front End Sales LoadN/A3.94%
Max Deferred Sales Load5.00%1.63%
3 Yr Expense Projection842N/A
5 Yr Expense Projection1,033N/A
10 Yr Expense Projection1,831N/A