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Ivy International Balanced B (IVBBX)

On Feb 10: 12.65 USD  Up 0.14 (1.12%)  
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 IVY INTERNATIONAL BALANCED FUND Delayed quote dataEdit
Net Asset Value:12.65
Trade Time:Feb 10
Change:Up 0.14 (1.12%)
Prev Close:12.65
YTD Return*:25.55%
Net Assets*:7.78M
Yield*:1.53%
* As of 30-Nov-09
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 HEADLINES 
No headlines available for IVBBX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:2 stars
Total Assets:7.78M
Category:World Allocation
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:25.55%
5y Avg Return:3.11%
Rank in Category (ytd):80
% Rank in Category (ytd):30.77%
Beta (3y):1.43
Morningstar Risk Rating:Above average
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks high total return. The fund invests principally in equity and debt securities traded in largely developed European and Asian/Pacific Basin markets, of issuers of any size, and in investment-grade debt securities issued by governmental agencies and corporations. It may invest in countries with new or comparatively undeveloped economies. The fund invests approximately 50% to 70% of total assets in international equity securities and approximately 30% to 50% of total assets in international investment-grade debt securities.
Fund Profile


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