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Ivy Balanced Y Fund (IBNYX)

Fund performance review and position details on Ivy Balanced Y Fund (IBNYX)

    Last Trade: $ on , Change: (0%)

Ivy Balanced Y Fund (IBNYX) HighlightIvy Balanced Y Fund (IBNYX) Fund Summary

Ivy Balanced Y Fund (IBNYX) statistics as of May 30, 2016

Category: Allocation--50% to 70% Equity
Fund Family: Ivy Funds
Net Asset: $2.80B
Yield: 1.07%
Year-to-Date Return: -0.98%
Morningstar rating: 4

 

Ivy Balanced Y Fund (IBNYX) CostIvy Balanced Y Fund (IBNYX) Cost

Ivy Balanced Y Fund (IBNYX) various investment related cost

Initial Investment: 0
Total Expense Ratio (Allocation--50% to 70% Equity average): 1.09% (0.85%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 56.00%

 

Ivy Balanced Y Fund (IBNYX) PerformanceIvy Balanced Y Fund (IBNYX) Performance

Most current Ivy Balanced Y Fund (IBNYX) Performance

1-month Performance (Allocation--50% to 70% Equity category median performance): 0.48% (0.73%)
3-month Performance (Allocation--50% to 70% Equity category median performance): 4.82% (6.47%)
1 Year Performance (Allocation--50% to 70% Equity category median performance): -4.47% (-1.86%)
3 Year Performance (Allocation--50% to 70% Equity category median performance): 5.80% (5.29%)
5 Year Performance (Allocation--50% to 70% Equity category median performance): 6.95% (5.94%)
Number of Years of positive return: 10 years
Number of Years of negative return: 2 years
3 year Alpha (Allocation--50% to 70% Equity category average): 0.27 (0.36)
3 year Beta (Allocation--50% to 70% Equity category average): 1.2 (1.03)
3 year Sharpe Ratio: 0.65
3 year Treynor: 4.79

Ivy Balanced Y Fund (IBNYX) topholdingTop Stock Holdings in Ivy Balanced Y Fund (IBNYX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Broadcom Limited2.12%0.00%
Carnival Corporation Common Sto2.12%0.00%
JP Morgan Chase & Co. Common St1.96%0.00%
PNC Financial Services Group, I1.73%0.00%
Teva Pharmaceutical Industries 1.48%0.00%
Comcast Corporation1.47%0.00%
Shire PLC ADR1.47%0.00%
Union Pacific Corporation Commo1.39%0.00%
Cognizant Technology Solutions 1.37%0.00%
PPG Industries, Inc. Common Sto1.37%0.00%
*Note: The price change will reset to 0 after the midnight

 

Ivy Balanced Y Fund (IBNYX) Portfolio AllocationIvy Balanced Y Fund (IBNYX) Fund Portfolio Allocation

Ivy Balanced Y Fund (IBNYX) Fund Portfolio Allocation data as of 03/2016

Stock48.02%
Bond28.95%
Cash17.87%
Other0.01%

 

Ivy Balanced Y Fund (IBNYX) CompareCompare with other Allocation--50% to 70% Equity category mutual funds

Below are some additional Allocation--50% to 70% Equity mutual funds generated out of our database

Fund1 Year3 year5 year
Ivy Balanced Y-4.475.806.95
American Funds American Balanced R6 (RLBGX)3.328.289.60 Compare
Thrivent Balanced Income Plus I (IBBFX)-0.556.376.46 Compare
Pioneer Classic Balanced Y (AYBLX)-2.026.897.06 Compare

See top fund managers for Allocation--50% to 70% Equity Category Funds

 

Ivy Balanced Y Fund (IBNYX) PerformanceOther Financial Data Web Sites on Ivy Balanced Y Fund (IBNYX)

Addition research sites for Ivy Balanced Y Fund (IBNYX)

 

Ivy Balanced Y Fund (IBNYX) Related ResourcesSee more information on Ivy Balanced Y (IBNYX) Fund

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