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IYBIX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

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

Category: @Moderate Allocation

#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

N/A

Fund Existence

over 17 years

Turnover

82.00

Front Load

N/A

Net Assets

1568613500.00

Manager Tenure

N/A

Fundamentals

IYBIX

Net Assets

1.57B

Fund Existence

over 17 years

Turnover

82.00

Total Expense Ratio

N/A

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

0

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

343M

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

18.532

Annual Yield % from dividends

2.28

Returns for 1 year

19.34

Returns for 3 years

-6.29

Returns for 5 years

4.30

Returns for 10 years

6.16

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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