Ivy Limited-Term Bond C
6300 Lamar Ave Overland Park KS 66202
Map
Phone: 800-777-6472
| Category: | Short-Term Bond | | Fund Family: | Ivy Funds | | Net Assets: | 19.36M | | Year-to-Date Return: | 1.98% | | Yield: | 2.70% | | Morningstar Rating: |  | | Fund Inception Date: | 21-Sep-92 |
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Mark Otterstrom
Lead Manager since
15-Aug-08 | | | Otterstrom is Senior Vice President of Ivy Investment Management Company (IICO) and Waddell & Reed Investment Management Company (WRIMCO). He has served as portfolio manager for investment companies managed by WRIMCO since June 2000, and has been an employee of such since May 1987. Otterstrom holds the Chartered Financial Analyst designation. |
| 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 to provide a high level of current income consistent with preservation of capital. The fund invests primarily in investment-grade debt securities of domestic and, to a lesser extent, U.S. dollar-denominated securities of foreign issuers, including U.S. government securities, corporate debt securities, mortgage-backed securities including collateralized mortgage obligations and other asset backed securities. It invests at least 80% of assets in bonds with limited-term maturities. The fund may invest in companies of any size. |
| Last Dividend
(27-Aug-08):
| 0.02 | | Last Cap Gain
(31-Dec-96):
| 0.01 | | Annual Holdings Turnover
| 86.00% | | Average for Category:
| 105.63% |
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| Expense | WLBCX | Category
Avg | | Total Expense Ratio: | 2.09%
| 0.92% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 2.76% | | Max Deferred Sales Load: | 1.00%
| 2.14% | | 3 Yr Expense Projection*: |
$665 | $416 | | 5 Yr Expense Projection*: |
$1,151 | $660 | | 10 Yr Expense Projection*: |
$2,491 | $1,356 |
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