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Ivy Limited-Term Bond Y (WLTYX)

On Nov 24: 11.14 USD   0.00 (0.00%)  
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 IVY LIMITED TERM BOND FUND CLAS Delayed quote dataEdit
Net Asset Value:11.14
Trade Time:Nov 24
Change: 0.00 (0.00%)
Prev Close:11.14
YTD Return*:5.89%
Net Assets*:47.95M
Yield*:2.86%
* As of 31-Oct-09
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 HEADLINES 
No headlines available for WLTYX.

 FUND BASICS31-Oct-09
Morningstar Overall Rating:5 stars
Total Assets:47.95M
Category:Short-Term Bond
Total Expense Ratio:0.86%
Fund Profile - Holdings


 PERFORMANCE & RISK31-Oct-09
YTD Return:5.89%
5y Avg Return:4.80%
Rank in Category (ytd):289
% Rank in Category (ytd):68.97%
Beta (3y):0.50
Morningstar Risk Rating:Average
Performance Details - Risk Details

 FUND SUMMARY 
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.
Fund Profile


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