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IBNAX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

Delaware Ivy Balanced Fund (IBNAX) Ownership - Who owns Delaware Ivy Balanced Fund?

#MovingAverage#Momentum#MACD#Pattern#RSI#Stochastic#Aroon#Bollinger

Profile

Category
Moderate Allocation
Address
Ivy Funds Inc6300 Lamar AveOverland Park
Phone
N/A
Web
www.ivyinvestments.com

Details

Group
Balanced Funds
Category
Moderate Allocation
Total Expense Ratio
N/A
Min. Initial Investment
1000.00
Fund Existence
about 37 years
Turnover
82.00
Front Load
N/A
Net Assets
1568613500.00
Manager Tenure
N/A

Fundamentals

IBNAX
Net Assets
1.57B
Fund Existence
about 37 years
Turnover
82.00
Total Expense Ratio
N/A
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Moderate Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
N/A
Assets in Top Ten Holdings
385M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
1.13B
Fund Type
OpenEnd
Index Fund
No
Management Fee
N/A
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
347.00
Number of Net Holdings
N/A
Number of Short Holdings
2.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
N/A
Gain YTD
18.231
Annual Yield % from dividends
2.06
Returns for 1 year
19.03
Returns for 3 years
-6.33
Returns for 5 years
3.86
Returns for 10 years
4.98
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General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Ivy Funds Inc6300 Lamar AveOverland Park
Phone
N/A
Web
www.ivyinvestments.com