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Ivy Balanced B (IBNBX)

On Feb 10: 15.45 USD  Up 0.16 (1.05%)  
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 IVY BALANCED FUND CLASS B Delayed quote dataEdit
Net Asset Value:15.45
Trade Time:Feb 10
Change:Up 0.16 (1.05%)
Prev Close:15.45
YTD Return*:13.49%
Net Assets*:5.68M
Yield*:0.31%
* As of 30-Nov-09
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 HEADLINES 
No headlines available for IBNBX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:4 stars
Total Assets:5.68M
Category:Moderate Allocation
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:13.49%
5y Avg Return:3.22%
Rank in Category (ytd):1124
% Rank in Category (ytd):94.93%
Beta (3y):0.84
Morningstar Risk Rating:Low
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks to provide current income, and long-term capital appreciation is secondary objective. 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.
Fund Profile


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