Ivy International Balanced A
6300 Lamar Avenue P. O. Box 29217 Overland Park KS 66202
Map
Phone: 800-777-6472
| Category: | World Allocation | | Fund Family: | Ivy Funds | | Net Assets: | 239.04M | | Year-to-Date Return: | -12.20% | | Yield: | 4.04% | | Morningstar Rating: |  | | Fund Inception Date: | 16-Sep-94 |
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Edgerton Tucker Scott III
Lead Manager since
30-Jun-00 | | | Tucker Scott, CFA Vice President Portfolio Management Research Templeton Investment Counsel, LLC. Mr. Scott joined the Templeton organization in 1996. He is currently vice president, portfolio manager, and research analyst with responsibility for institutional and retail accounts. His global research responsibilities include Internet software and services as well as commercial services. Mr. Scott also co-manages several small cap mutual funds and researches small cap stocks in support of those funds. |
| 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 high total return. The fund invests in equity and debt securities issued by companies located around the world and of any size, and in investment grade debt securities issued by governmental agencies and corporations. It invests primarily in developed foreign markets, but may invest a portion of assets in developing, or emerging, markets. The fund invests approximately 50% to 70% of assets in international equity securities and approximately 30% to 50% of assets in international investment-grade debt securities. |
| Last Dividend
(11-Sep-08):
| 0.08 | | Last Cap Gain
(13-Dec-07):
| 0.41 | | Annual Holdings Turnover
| 24.00% | | Average for Category:
| 50.86% |
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| Expense | IVBAX | Category
Avg | | Total Expense Ratio: | 1.33%
| 1.17% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.38% | | Max Deferred Sales Load: | 0.00%
| 2.39% | | 3 Yr Expense Projection*: |
$972 | $684 | | 5 Yr Expense Projection*: |
$1,262 | $1,055 | | 10 Yr Expense Projection*: |
$2,084 | $2,095 |
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1.49% Nasdaq 
0.27%
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