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Ivy Global Income Allocation E (IIBEX) Fund Ranking and Research

Ranking, Research and Recommendation of Ivy Global Income Allocation E (IIBEX) Fund

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

 

Graph of Ivy Global Income Allocation E Fund (IIBEX) ManagerFund Manager - W. Jeffery Surles

Fund Manager Information

Fund Manager Tenure: 6.8 years
Similar Funds: IIBIX 
Fund Family: Ivy Funds
Fund Category: World Allocation
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.63)     (What does this score mean?)

 

Graph of Ivy Global Income Allocation E Fund (IIBEX) ProfileIvy Global Income Allocation E Fund (IIBEX) Profile

Fund Profile and Description

Ivy Global Income Allocation E Fund seeks high total return. Ivy Global Income Allocation E Fund invests principally in equity and debt securities traded in largely developed European and Asian/Pacific Basin markets, of issuers of any size, and in investment-grade debt securities issued by governmental agencies and corporations. It may invest in countries with new or comparatively undeveloped economies. Ivy Global Income Allocation E Fund invests approximately 50% to 70% of total assets in international equity securities and approximately 30% to 50% of total assets in international investment-grade debt securities.

 

Ivy Global Income Allocation E (IIBEX) Fund Strength What we like about Ivy Global Income Allocation E (IIBEX) Fund

Data for Ivy Global Income Allocation E Fund (IIBEX) as of May 30, 2016

  • Ivy Global Income Allocation E Fund (IIBEX) management has been with Ivy Global Income Allocation E Fund for 6.8 years
  • Ivy Global Income Allocation E Fund (IIBEX) has good mid-term performance (3-year return 3.06% vs 2.81% World Allocation category median performance)
  • Ivy Global Income Allocation E Fund (IIBEX) has an annual stock turnover rate of 69.00% vs World Allocation average of 877.79%. It is good that Ivy Global Income Allocation E management does not trade extensively for its return.

Ivy Global Income Allocation E Fund (IIBEX) Weakness What we are cautious about Ivy Global Income Allocation E (IIBEX) Fund

Data for Ivy Global Income Allocation E Fund (IIBEX) as of May 30, 2016

  • Ivy Global Income Allocation E Fund (IIBEX) has a less-than-ideal short-term performance (1-year return -5.26% vs -4.40% World Allocation category median performance)
  • Ivy Global Income Allocation E Fund (IIBEX) has a less-than-ideal Long-term performance (5-year return 2.72% vs 3.40% World Allocation category median performance)
  • Ivy Global Income Allocation E Fund (IIBEX) ratio of up-years vs down years can be improved
  • Ivy Global Income Allocation E Fund (IIBEX) has a Morningstar rating of 3 and below
  • Ivy Global Income Allocation E Fund (IIBEX) is more volatile than its peers as it has a 3-year Standard Deviation of 9.14 that is higher than category average of 8.6
  • Ivy Global Income Allocation E Fund (IIBEX) has a higher expense ratio of 1.33% than its World Allocation average of 1.07%
  • Ivy Global Income Allocation E Fund (IIBEX) carries a 5.75% load
See Ivy Global Income Allocation E Fund (IIBEX) performance details as of May 30, 2016

 

What do you think?

 

Compare Ivy Global Income Allocation E Fund (IIBEX)Compare with other top World Allocation category mutual funds

Aadditional top World Allocation mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Ivy Global Income Allocation E3.34-5.263.062.72
AllianzGI Global Allocation D (AGADX)0.03-1.664.974.93Compare
American Funds Capital Income Bldr R6 (RIRGX)5.20-0.755.706.38Compare
Columbia Global Opportunities A (IMRFX)3.43-0.933.304.60Compare

See top fund managers for World Allocation Category Funds

 

Compare Ivy Global Income Allocation E Fund (IIBEX)Compare with World Allocation category ETFs

Some World Allocation ETFs for your consideration

ETFYear to DateOne YearThree Year
IQ Hedge Macro Tracker ETF (MCRO)0.72%-3.36%-1.46%

 

Graph of Ivy Global Income Allocation E Fund (IIBEX) Net Asset TrackingIvy Global Income Allocation E (IIBEX) Fund Net Asset

Track net asset change of Ivy Global Income Allocation E fund (IIBEX)

DateNet Asset
05/2016$754.86M
03/2016$715.68M
02/2016$741.68M
More historic net asset information on Ivy Global Income Allocation E Fund (IIBEX)

  

Graph of Ivy Global Income Allocation E Fund (IIBEX) Portfolio TrackingIvy Global Income Allocation E (IIBEX) Fund Portfolio Allocation

Track portfolio allocation change of Ivy Global Income Allocation E fund (IIBEX)

DateCashStockBondOther
03/20160.64%57.03%30.18%4.77%
12/20153.71%57.84%30.66%1.7%
09/20151.56%61.92%21.83%9.92%
Click here to see more historic asset allocation information on Ivy Global Income Allocation E Fund (IIBEX)

 

graph of Ivy Global Income Allocation E Fund (IIBEX) Top 10 Position TrackingTop 10 Holdings in Ivy Global Income Allocation E (IIBEX) Fund

Discover what Ivy Global Income Allocation E Fund (IIBEX) manager is buying

Mar 30, 2016
Blackstone Mortgage Trust, Inc. [1.92%]
SAMPO OYJ SHS A [1.84%]
ProSiebenSat 1 Media SE [1.79%]
Philip Morris International Inc [1.68%]
Ferrovial SA [1.64%]
Ares Capital Corporation [1.62%]
Callon Petroleum Co. [1.55%]
Taylor Wimpey PLC [1.49%]
Barclays Cv FRN [1.48%]

Dec 30, 2015
SAMPO OYJ SHS A [1.88%]
Blackstone Mortgage Trust, Inc. [1.82%]
ProSiebenSat 1 Media SE [1.68%]
L Brands, Inc. [1.61%]
Taylor Wimpey PLC [1.55%]
Philip Morris International Inc [1.54%]
Barclays Cv FRN [1.5%]
Ares Capital Corporation [1.48%]
Callon Petroleum Co. [1.46%]

Sep 29, 2015
Blackstone Mortgage Trust, Inc. [2.06%]
SAMPO OYJ SHS A [1.83%]
ProSiebenSat 1 Media SE [1.79%]
L Brands, Inc. [1.67%]
Ares Capital Corporation [1.65%]
Barclays FRN [1.62%]
Ferrovial SA [1.61%]
Two Harbors Investment Corp [1.58%]
Taylor Wimpey PLC [1.57%]
Wells Fargo & Co New FRN [1.56%]
Click here for Stock Holding Change Map in Ivy Global Income Allocation E Fund (IIBEX)

  

Latest News on Ivy Global Income Allocation E (IIBEX) Fund

See what is happening with Ivy Global Income Allocation E Fund (IIBEX)

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Ivy Global Income Allocation E Fund (IIBEX) Related ResourcesSee more information on Ivy Global Income Allocation E (IIBEX) Fund

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