Ivy Bond B
6300 Lamar Avenue P. O. Box 29217 Overland Park KS 66202
Map
Phone: 800-777-6472
| Category: | Intermediate-Term Bond | | Fund Family: | Ivy Funds | | Net Assets: | 3.37M | | Year-to-Date Return: | -5.38% | | Yield: | 3.49% | | Morningstar Rating: |  | | Fund Inception Date: | 08-Dec-03 |
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Christopher Sebald
Lead Manager since
14-Aug-03 | | | Sebald is a senior vice president and lead portfolio manager of total return fixed come with Advantus Capital Management since August 2003. Previously, he served as senior vice president and portfolio manager with AEGON USA Investment Management from July 2000 through July 2003. |
| 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 |
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| The investment seeks a high level of current income consistent with prudent investment risk. The fund normally invests at least 80% of assets in bonds, primarily of domestic and, to a lesser extent, foreign issuers. It invests in a variety of investment-grade debt securities. These debt securities include, among other things, corporate and mortgage-backed securities, debt securities issued or guaranteed by the U.S. government or any of its agencies or instrumentalities (U.S. government securities), asset-backed securities and other debt obligations of U.S. banks or savings and loan associations. |
| Last Dividend
(27-Aug-08):
| 0.02 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 75.00% | | Average for Category:
| 200.26% |
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| Expense | IBOBX | Category
Avg | | Total Expense Ratio: | 2.31%
| 0.98% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.21% | | Max Deferred Sales Load: | 5.00%
| 2.69% | | 3 Yr Expense Projection*: |
$1,021 | $466 | | 5 Yr Expense Projection*: |
$1,335 | $718 | | 10 Yr Expense Projection*: |
$2,370 | $1,428 |
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