Error: Could not add to watchlist. X
+ Watchlist

Ivy Balanced Fund

IBARX:US
NASDAQ GM
25.09
USD
0.08
0.32%
As of 10/20/2017
Fund Type
Open-End Fund
52Wk Range
22.94 - 25.09
1 Yr Return
9.39%
YTD Return
8.61%
Before it's here, it's on the Bloomberg Terminal.
Learn More
Previous Close
25.01
52Wk Range
22.94 - 25.09
1 Yr Return
9.25%
YTD Return
8.61%
Fund Type
Open-End Fund
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 10/20/2017)
25.09
Total Assets (b USD) (on 07/31/2017)
2.100
Inception Date
07/31/2014
Last Dividend (on 09/14/2017)
0.144
Dividend Indicated Gross Yield
6.89%
Fund Managers
MATT HEKMAN
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
-
12b-1 Fee
0.00%
Current Mgmt Fee
0.66%
Expense Ratio
0.70%

Top Fund Holdings

Name Position Value % of Fund
344.58 k 49.63 m 2.39
524.95 k 47.98 m 2.32
714.60 k 46.86 m 2.26
1.09 m 42.34 m 2.04
410.75 k 41.41 m 2.00
319.35 k 39.88 m 1.92
586.40 k 38.66 m 1.87
229.89 k 37.99 m 1.83
861.12 k 37.34 m 1.80
517.10 k 35.64 m 1.72
Profile
Ivy Balanced Fund is an open-end fund incorporated in the USA. The Fund seeks current income with long-term appreciation of capital as a secondary goal by investing in a mix of stocks, debt securities and short-term instruments, depending on market conditions.
Address
Ivy Funds
6300 Lamar Avenue
Shawnee Mission, KS 66202-4200
Phone
1-800-456-5111