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Ivy Balanced Fd Cl A: (MF: IBNAX)
(MF) As of Sep 29, 2014 06:05 PM ET
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Zacks MF Rank : 3 - Hold
This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:
1 Strong Buy
5 Strong Sell
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General Information as of Aug 31, 2014
%Unrealized Gain YTD
Net Assets (Mil $) 8/31/2014
% of Portfolio
High Yield Bond
Sector / Country Weightings
As of 8/31/2014
% of Portfolio
Top Equity Holdings
(As of 6/30/2014) % of Portfolio
PNC FINANCIAL SERVICES GR 1.70
APPLIED MATERIALS INC
ALLIANCE DATA SYSTEMS COR 1.59
JPMORGAN CHASE & CO
L BRANDS INC
UNION PACIFIC CORP
Stock Holding % of Net Assets
Avg. EPS Growth
Avg. Market Value (Mil $)
Chart for Ivy Balanced Fd Cl A IBNAX
Zacks News for IBNAX
2012-07-20 01:00 AM
%Max Sales Load
%Max Deferred Load
%Max 12b-1 Fee
%Max Management Fee
The fund was incepted in February 2000 and is managed by Invesco. The fund seeks high total return through growth and current income. The fund invests in a combination of common stocks and fixed-income securities. Typically, 50% to 70% of the fund's assets are invested in stocks, while the remaining 30% to 50% is normally invested in investment-grade, fixed-income securities. The fund offers dividends quarterly. Capital gains, if any, are distributed annually.
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At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1986 it has nearly tripled the S&P 500 with an average gain of +26% per year. These returns cover a period from 1986-2011 and were examined and attested by Baker Tilly, an independent accounting firm.
performance for information about the performance numbers displayed above.
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