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Macquarie Balanced Fund Y: (MF: IBNYX)

(NASDAQ Mutual Funds) As of May 28, 2026 07:00 PM ET

$27.27 USD

+0.13 (0.48%)

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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5-Strong Sell of 5         5

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Zacks Premium Research for IBNYX

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

Strong Sell 5
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 Y IBNYX NA 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 26.45 12/19/2003 0.43 17.54 13.22 6.22
Ivy Balanced Fund Y IBNYX 27.27 12/19/2003 1.08 18.46 14.08 7.06
Ivy Balanced Fund A IBNAX 27.05 11/16/1987 1.14 18.42 14.07 7.06
Ivy Balanced Fund I IYBIX 27.10 4/4/2007 1.36 18.76 14.37 7.32

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Nomura Balanced Y IBNYX 0 0 0 Q

Contact Information

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