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Macquarie Balanced Fund A: (MF: IBNAX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 06:11 PM ET

$25.85 USD

-0.07 (-0.27%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

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Zacks Premium Research for IBNAX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Sell 4
MF Report

Fund Description

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.

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Nomura Balanced A IBNAX 5.75 NA 0.00 0.25 0.68 0.97

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Ivy Balanced Fund C IBNCX 25.32 12/19/2003 NA 9.02 12.11 7.63
Ivy Balanced Fund Y IBNYX 25.92 12/19/2003 NA 9.84 12.94 8.48
Ivy Balanced Fund A IBNAX 25.85 11/16/1987 1.19 9.88 12.96 8.48
Ivy Balanced Fund I IYBIX 25.94 4/4/2007 NA 10.12 13.24 8.74

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Nomura Balanced A IBNAX 1000 100 250 Q

Contact Information

Family Nomura
Address 309 West 49th Street
New York, NY 10019
Phone -99999