Ivy Balanced Y
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: | 30.07M | | Year-to-Date Return: | -4.93% | | Yield: | 1.29% | | Morningstar Rating: |  | | Fund Inception Date: | 08-Dec-03 |
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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: | $0 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| 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% |
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| Expense | IBNYX | Category
Avg | | Total Expense Ratio: | 1.28%
| 1.09% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.26% | | Max Deferred Sales Load: | 0.00%
| 2.76% | | 3 Yr Expense Projection*: |
$406 | $626 | | 5 Yr Expense Projection*: |
$702 | $953 | | 10 Yr Expense Projection*: |
$1,545 | $1,864 |
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1.49% Nasdaq 
0.27%
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