Ivy High Income Y
6300 Lamar Ave Overland Park KS 66202
Map
Phone: 800-777-6472
| Category: | High Yield Bond | | Fund Family: | Ivy Funds | | Net Assets: | 7.75M | | Year-to-Date Return: | -5.78% | | Yield: | 8.53% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Dec-98 |
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Bryan C. Krug
Lead Manager since
17-Feb-06 | | | Krug joined Waddell & Reed Investment Management Company (WRIMCO) in 2001 as a high yield investment analyst and will continue to support the high-yield investment team. He has been appointed vice president of Ivy Investment Management Company and WRIMCO. |
| 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 high current income. Capital growth is secondary. The fund invests primarily in high-yield, high-risk, fixed-income securities of domestic and, to a lesser extent, foreign issuers. It invests primarily in lower quality bonds that include bonds rated BBB and below by S&P. The fund may invest an unlimited amount of assets in junk bonds, which include bonds rated BB and below by S&P. It may invest in bonds of any maturity and in companies of any size. The fund may invest up to 20% of assets in common stocks in order to seek capital growth. |
| Last Dividend
(11-Sep-08):
| 0.05 | | Last Cap Gain
(31-Dec-98):
| 0.03 | | Annual Holdings Turnover
| 83.00% | | Average for Category:
| 114.15% |
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| Expense | WHIYX | Category
Avg | | Total Expense Ratio: | 1.20%
| 1.22% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.43% | | Max Deferred Sales Load: | 0.00%
| 2.70% | | 3 Yr Expense Projection*: |
$381 | $581 | | 5 Yr Expense Projection*: |
$660 | $888 | | 10 Yr Expense Projection*: |
$1,455 | $1,744 |
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