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Ivy Balanced Fund

IYBFX:US
NASDAQ GM
25.63
USD
0.07
0.27%
As of 1/16/2018
Fund Type
Open-End Fund
52Wk Range
23.00 - 25.70
1 Yr Return
12.97%
YTD Return
3.10%
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Previous Close
25.70
52Wk Range
23.00 - 25.70
1 Yr Return
12.87%
YTD Return
3.10%
Fund Type
Open-End Fund
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 01/16/2018)
25.63
Total Assets (b USD) (on 11/30/2017)
1.900
Inception Date
12/20/2012
Last Dividend (on 12/14/2017)
0.1969
Dividend Indicated Gross Yield
9.22%
Fund Managers
MATT HEKMAN
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
-
12b-1 Fee
0.50%
Current Mgmt Fee
0.66%
Expense Ratio
1.46%

Top Fund Holdings

Name Position Value % of Fund
344.58 k 53.11 m 2.76
524.95 k 50.14 m 2.60
714.60 k 46.14 m 2.39
410.75 k 46.11 m 2.39
517.10 k 38.52 m 2.00
272.75 k 36.76 m 1.91
306.25 k 35.52 m 1.84
508.25 k 34.92 m 1.81
513.70 k 32.96 m 1.71
292.60 k 31.79 m 1.65
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