Ivy Balanced A
6300 Lamar Avenue P. O. Box 29217 Overland Park KS 66202
Map
Phone: 800-777-6472
| Category: | Moderate Allocation | | Fund Family: | Ivy Funds | | Net Assets: | 63.99M | | Year-to-Date Return: | -4.98% | | Yield: | 1.19% | | Morningstar Rating: |  | | Fund Inception Date: | 16-Nov-87 |
|
Cynthia P. Prince-Fox
Lead Manager since
01-May-03 | | | Prince-Fox is a senior vice president of Waddell & Reed Ivy Investment Company. Prince-Fox joined Waddell & Reed in 1983 as an equity investment analyst. She first assumed portfolio management responsibility in January 1991. |
| Min Initial Investment: | $500 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $25 |
|
| |
| The investment seeks to provide current income and long term capital appreciation. The fund invests primarily in a mix of stocks, debt securities and short-term instruments, depending on market conditions. It invests primarily in medium to large, well-established companies that usually issue dividend-producing securities. The fund ordinarily invests at least 25% of assets in fixed income securities. It may invest in both domestic and, to a lesser extent, foreign securities. |
| Last Dividend
(11-Sep-08):
| 0.05 | | Last Cap Gain
(13-Dec-07):
| 0.51 | | Annual Holdings Turnover
| 9.00% | | Average for Category:
| 71.15% |
|
| Expense | IBNAX | Category
Avg | | Total Expense Ratio: | 1.38%
| 1.09% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.26% | | Max Deferred Sales Load: | 0.00%
| 2.76% | | 3 Yr Expense Projection*: |
$987 | $626 | | 5 Yr Expense Projection*: |
$1,287 | $953 | | 10 Yr Expense Projection*: |
$2,137 | $1,864 |
|
|
1.49% Nasdaq 
0.27%
Profile
