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Mutual Fund Insights: Ivy International Balanced C Fund (IVBCX)

In-depth Analysis of Ivy International Balanced C Fund (IVBCX)

Mutual fund chart: Ivy International Balanced C Fund (IVBCX)

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See Ivy International Balanced C Fund (IVBCX) performance details as of February 28, 2010

  

    Last Trade: $13.37 on 3/19/2010, Change: -0.06 (-0.45%)

  

Fund ManagerFund Manager - John C. Maxwell

Fund Manager Tenure: 0.9 years   [Similar Funds: IVBAX  IVBBX  IVBYX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
John C. Maxwell joined WRIMCO in 1998 as an investment analyst and had served as assistant portfolio manager for funds managed by IICO and WRIMCO since July 2003. In 2004, Maxwell began assisting the international group as an investment analyst. John C. Maxwell has been appointed vice president of IICO and WRIMCO. John C. Maxwell holds the Chartered Financial Analyst designation.  Get more insights on John C. Maxwell

  

What we like about Ivy International Balanced C Fund (IVBCX) What we like about Ivy International Balanced C Fund (IVBCX)

Data for Ivy International Balanced C Fund (IVBCX) as of February 28, 2010

  • Ivy International Balanced C Fund (IVBCX) has good short-term performance (1-year return 47.17% vs 37.83 % World Allocation category average)
  • Ivy International Balanced C Fund (IVBCX) has good mid-term performance (3-year return -3.68% vs -0.88 % World Allocation category average)
  • Ivy International Balanced C Fund (IVBCX) ratio of up-years vs down years is greater than 2
  • Ivy International Balanced C Fund (IVBCX) has an annual stock turnover rate of 22.00% vs World Allocation average of 103.10%. It is good that Ivy International Balanced C management does not trade extensively for its return.

  

What we are cautious about Ivy International Balanced C Fund (IVBCX) What we are cautious about Ivy International Balanced C Fund (IVBCX)

Data for Ivy International Balanced C Fund (IVBCX) as of February 28, 2010

  • Ivy International Balanced C Fund (IVBCX) management has been with Ivy International Balanced C Fund for only 0.9 years, it is hard to judge manager's ability based on this fund's operation record
  • Ivy International Balanced C Fund (IVBCX) has a less-than-ideal Long-term performance (5-year return 1.87% vs 3.99 % World Allocation category average)
  • Ivy International Balanced C Fund (IVBCX) has a Morningstar rating of 3 and below
  • Ivy International Balanced C Fund (IVBCX) does not have a good risk adjusted return as its 3-year Alpha of -3.57 is worse than category average of -1.47, and its 3-year Sharpe ratio is -0.19
  • Ivy International Balanced C Fund (IVBCX) is more volatile than its peers as it has a 3-year Standard Deviation of 19.58 that is higher than category average of 15.64
  • Ivy International Balanced C Fund (IVBCX) has a higher management fee of 2.13% than its World Allocation average of 1.21%
  • Ivy International Balanced C Fund (IVBCX) carries a 1% load
See Ivy International Balanced C Fund (IVBCX) performance details as of February 28, 2010

  

  

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Ivy International Balanced C Fund (IVBCX) Net Asset

Track net asset change of Ivy International Balanced C fund (IVBCX)

DateNet Asset
02/2010$254.59M
01/2010$23.80M
11/2009$24.89M
More historic net asset information on Ivy International Balanced C Fund (IVBCX)

  

Ivy International Balanced C Fund (IVBCX) Portfolio Allocation

Track portfolio allocation change of Ivy International Balanced C fund (IVBCX)

DateCashStockBondOther
09/20096.73%64.25%28.06%0.96%
06/200913.5%61.36%23.97%1.16%
03/200916.72%113.24%50.44%0.65%
Click here to see more historic asset allocation information on Ivy International Balanced C Fund (IVBCX)

  

Most Recent Top 10 Holdings in Ivy International Balanced C Fund (IVBCX)

Discover what Ivy International Balanced C Fund (IVBCX) manager is buying

30-Sep-09
France(Govt Of) 4.25% [4.26%]
Sweden (Kingdom Of) 5.25% [2.81%]
BANCO SANTANDER CHI [2.1%]
UNILEVER PLC [1.7%]
VIVO PARTICIPAC NEW [1.66%]
Roche Holding AG [1.63%]
New South Wales Treasury 6% [1.62%]
Ambev Intl Fin 9.5% [1.57%]
NESTLE N ORD [1.56%]
TOTAL SA [1.54%]

30-Jun-09
France(Govt Of) 4.25% [4.34%]
Sweden (Kingdom Of) 5.25% [2.79%]
TOTAL SA [2.09%]
BANCO SANTANDER CHI [1.84%]
BAE Systems PLC [1.78%]
New South Wales Treasury 6% [1.62%]
UNILEVER PLC [1.52%]
MALAYSIA [1.51%]
Mitsubishi Electric [1.51%]
NESTLE N ORD [1.5%]

31-Mar-09
France(Govt Of) 4.25% [5.21%]
Sweden (Kingdom Of) 5.25% [3.31%]
FRANCE TELECOM ADS [2.69%]
KINGFISHER PLC [2.03%]
BANCO SANTANDER CHI [1.9%]
Poland (Republic Of) 5.75% [1.85%]
MALAYSIA [1.8%]
New South Wales Treasury 6% [1.8%]
Samsung Electronics [1.64%]
Korea(Republic Of) 5.25% [1.64%]
Click here for Stock Holding Change Map in Ivy International Balanced C Fund (IVBCX)

  

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