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Ivy Balanced B (IBNBX) Fund Ranking and Research

Ranking, Research and Recommendation of Ivy Balanced B (IBNBX) Fund

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

 

Graph of Ivy Balanced B Fund (IBNBX) ManagerFund Manager - Matthew A. Hekman

Fund Manager Information

Fund Manager Tenure: 4.9 years
Similar Funds: IBNAX  IBNCX  IBNYX 
Fund Family: Ivy Funds
Fund Category: Allocation--50% to 70% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.59)     (What does this score mean?)

 

Graph of Ivy Balanced B Fund (IBNBX) ProfileIvy Balanced B Fund (IBNBX) Profile

Fund Profile and Description

Ivy Balanced B Fund seeks to provide current income, and long-term capital appreciation is secondary objective. Ivy Balanced B Fund invests primarily in a mix of stocks, debt securities and short-term instruments, depending on market conditions. It invests primarily in medium to large, well-established companies that usually issue dividend-producing securities. Ivy Balanced B Fund ordinarily invests at least 25% of assets in fixed-income securities. It has no limitations on the range of maturities of the debt securities in which it may invest, nor on the size of companies in which it may invest.

 

Ivy Balanced B (IBNBX) Fund Strength What we like about Ivy Balanced B (IBNBX) Fund

Data for Ivy Balanced B Fund (IBNBX) as of May 30, 2016

  • Ivy Balanced B Fund (IBNBX) management has been with Ivy Balanced B Fund for 4.9 years
  • Ivy Balanced B Fund (IBNBX) has good Long-term performance (5-year return 6.13% vs 5.94% Allocation--50% to 70% Equity category median performance)
  • Ivy Balanced B Fund (IBNBX) ratio of up-years vs down years is greater than 2
  • Asset base in Ivy Balanced B Fund (IBNBX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Ivy Balanced B Fund (IBNBX) has an annual stock turnover rate of 33.00% vs Allocation--50% to 70% Equity average of 53.61%. It is good that Ivy Balanced B management does not trade extensively for its return.

Ivy Balanced B Fund (IBNBX) Weakness What we are cautious about Ivy Balanced B (IBNBX) Fund

Data for Ivy Balanced B Fund (IBNBX) as of May 30, 2016

  • Ivy Balanced B Fund (IBNBX) has a less-than-ideal short-term performance (1-year return -5.19% vs -1.86% Allocation--50% to 70% Equity category median performance)
  • Ivy Balanced B Fund (IBNBX) has a less-than-ideal mid-term performance (3-year return 5.01% vs 5.29% Allocation--50% to 70% Equity category median performance)
  • Ivy Balanced B Fund (IBNBX) has a Morningstar rating of 3 and below
  • Ivy Balanced B Fund (IBNBX) is more volatile than its peers as it has a 3-year Standard Deviation of 9.15 that is higher than category average of 7.71
  • Ivy Balanced B Fund (IBNBX) has a higher expense ratio of 1.84% than its Allocation--50% to 70% Equity average of 0.85%
  • Ivy Balanced B Fund (IBNBX) carries a 5% load
See Ivy Balanced B Fund (IBNBX) performance details as of May 30, 2016

 

What do you think?

 

Compare Ivy Balanced B Fund (IBNBX)Compare with other top Allocation--50% to 70% Equity category mutual funds

Aadditional top Allocation--50% to 70% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Ivy Balanced B-1.33-5.195.016.13
American Funds American Balanced R6 (RLBGX)3.613.328.289.60Compare
Thrivent Balanced Income Plus I (IBBFX)3.29-0.556.376.46Compare
Pioneer Classic Balanced Y (AYBLX)1.60-2.026.897.06Compare

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

 

Compare Ivy Balanced B Fund (IBNBX)Compare with Allocation--50% to 70% Equity category ETFs

Some Allocation--50% to 70% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Core Growth Allocation (AOR)2.87%-1.59%5.38%

 

Graph of Ivy Balanced B Fund (IBNBX) Net Asset TrackingIvy Balanced B (IBNBX) Fund Net Asset

Track net asset change of Ivy Balanced B fund (IBNBX)

DateNet Asset
05/2016$2.80B
03/2016$2.65B
02/2016$2.63B
More historic net asset information on Ivy Balanced B Fund (IBNBX)

  

Graph of Ivy Balanced B Fund (IBNBX) Portfolio TrackingIvy Balanced B (IBNBX) Fund Portfolio Allocation

Track portfolio allocation change of Ivy Balanced B fund (IBNBX)

DateCashStockBondOther
03/201617.87%48.02%28.95%0.01%
12/20157.68%56.37%28.04%3.04%
09/20150.6%66.18%23.1%5.06%
Click here to see more historic asset allocation information on Ivy Balanced B Fund (IBNBX)

 

graph of Ivy Balanced B Fund (IBNBX) Top 10 Position TrackingTop 10 Holdings in Ivy Balanced B (IBNBX) Fund

Discover what Ivy Balanced B Fund (IBNBX) manager is buying

Mar 30, 2016
Broadcom Limited [2.12%]
Carnival Corporation Common Sto [2.12%]
JP Morgan Chase & Co. Common St [1.96%]
PNC Financial Services Group, I [1.73%]
Teva Pharmaceutical Industries [1.48%]
Comcast Corporation [1.47%]
Shire PLC ADR [1.47%]
Union Pacific Corporation Commo [1.39%]
Cognizant Technology Solutions [1.37%]
PPG Industries, Inc. Common Sto [1.37%]

Dec 30, 2015
Carnival Corporation Common Sto [2.01%]
Boeing Company (The) Common Sto [1.99%]
Home Depot, Inc. (The) Common S [1.9%]
PNC Financial Services Group, I [1.88%]
JP Morgan Chase & Co. Common St [1.84%]
Broadcom Corporation [1.71%]
L Brands, Inc. [1.52%]
Union Pacific Corporation Commo [1.45%]
Shire PLC ADR [1.43%]

Sep 29, 2015
L Brands, Inc. [2.53%]
Home Depot, Inc. (The) Common S [2.28%]
PNC Financial Services Group, I [2.13%]
Boeing Company (The) Common Sto [2.11%]
JP Morgan Chase & Co. Common St [1.96%]
Carnival Corporation Common Sto [1.91%]
Union Pacific Corporation Commo [1.79%]
Broadcom Corporation [1.75%]
Cognizant Technology Solutions [1.7%]
Shire PLC ADR [1.63%]
Click here for Stock Holding Change Map in Ivy Balanced B Fund (IBNBX)

  

Latest News on Ivy Balanced B (IBNBX) Fund

See what is happening with Ivy Balanced B Fund (IBNBX)

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Ivy Balanced B Fund (IBNBX) Related ResourcesSee more information on Ivy Balanced B (IBNBX) Fund

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