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Delaware Ivy Balanced Fund Class R (IYBFX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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22.17
+0.09
(+0.41%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Overall portfolio composition (%)
Cash
0.94%
Stocks
63.50%
Bonds
35.21%
Others
0.00%
Preferred
0.32%
Convertible
0.03%
Sector weightings (%)
Sector(s)
IYBFX
Basic materials
4.11%
Consumer cyclical
8.82%
Financial services
21.38%
Property
0.22%
Consumer defensive
3.91%
Healthcare
11.57%
Utilities
0.77%
Communication services
7.29%
Energy
2.40%
Industrials
7.03%
Technology
32.51%
Equity holdings
Average
IYBFX
Category average
Price/Earnings
0.04
23.62
Price/book
0.22
3.26
Price/sales
0.32
2.32
Price/Cash flow
0.06
15.57
Median market cap
215,730.94
97,816.96
3-year earnings growth
21.95
15.47
Bond holdings
Average
IYBFX
Category average
Maturity
9.28
5.72
Duration
4.14
4.49
Credit quality
N/A
N/A
Bond ratings
Sector(s)
IYBFX
US government
9.23%
AAA
0.00%
AA
0.00%
A
0.00%
BBB
0.00%
BB
0.00%
B
0.00%
Below B
0.00%
Others
0.00%
Top 7 holdings (17.82% of total assets)
Get quotes for top holdings
Name
Symbol
% assets
Microsoft Corp
MSFT
5.20%
NVIDIA Corp
NVDA
2.45%
Amazon.com Inc
AMZN
2.26%
UnitedHealth Group Inc
UNH
2.16%
Vanguard Russell 2000 ETF
VTWO
1.96%
HCA Healthcare Inc
HCA
1.90%
Apple Inc
AAPL
1.90%
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