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Fund Intelligence | Best Managers | WHIBX Insights | WHIBX Score | WHIBX Performance | WHIBX Manager | WHIBX News | WHIBX Allocation | WHIBX Holdings Change

Mutual Fund Insights: Ivy High Income B Fund (WHIBX)

In-depth Analysis of Ivy High Income B Fund (WHIBX)

Mutual fund chart: Ivy High Income B Fund (WHIBX)

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See Ivy High Income B Fund (WHIBX) performance details as of January 31, 2010

  

    Last Trade: $8.30 on 3/18/2010, Change: +0.01 (0.12%)

  

Fund Manager - Bryan C. Krug

Fund Manager Tenure: 4.1 years   [Similar Funds: WHIAX  WHIYX ]
Fundmojo Fund Grade: A+ (Score: 0.81)     (What does this score mean?)
Krug joined Waddell & Reed Investment Management Company (WRIMCO) in 2001 as a high yield investment analyst and will continue to support the high-yield investment team. He has been appointed vice president of Ivy Investment Management Company and WRIMCO.  Get more insights on Bryan C. Krug

  

What we like about Ivy High Income B Fund (WHIBX) What we like about Ivy High Income B Fund (WHIBX)

Data for Ivy High Income B Fund (WHIBX) as of January 31, 2010

  • Ivy High Income B Fund (WHIBX) management has been with Ivy High Income B Fund for 4.1 years
  • Ivy High Income B Fund (WHIBX) has good mid-term performance (3-year return 5.56% vs 3.11% High Yield Bond category average)
  • Ivy High Income B Fund (WHIBX) has good Long-term performance (5-year return 5.62% vs 4.59% High Yield Bond category average)
  • Ivy High Income B Fund (WHIBX) ratio of up-years vs down years is greater than 2
  • Ivy High Income B Fund (WHIBX) has a Morningstar rating of 4 and above
  • Ivy High Income B Fund (WHIBX) has an annual stock turnover rate of 77.00% vs High Yield Bond average of 95.38%. It is good that Ivy High Income B management does not trade extensively for its return.
  • Ivy High Income B Fund (WHIBX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.17, lower than category average of 15.39

  

What we are cautious about Ivy High Income B Fund (WHIBX) What we are cautious about Ivy High Income B Fund (WHIBX)

Data for Ivy High Income B Fund (WHIBX) as of January 31, 2010

  • Ivy High Income B Fund (WHIBX) has a less-than-ideal short-term performance (1-year return 37.06% vs 41.66% High Yield Bond category average)
  • Ivy High Income B Fund (WHIBX) has a higher management fee of 2.46% than its High Yield Bond average of 1.21%
  • Ivy High Income B Fund (WHIBX) carries a 5% load
See Ivy High Income B Fund (WHIBX) performance details as of January 31, 2010

  

  

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Ivy High Income B Fund (WHIBX) Net Asset

Track net asset change of Ivy High Income B fund (WHIBX)

DateNet Asset
01/2010$28.03M
11/2009$25.45M
10/2009$24.31M
More historic net asset information on Ivy High Income B Fund (WHIBX)

  

Ivy High Income B Fund (WHIBX) Portfolio Allocation

Track portfolio allocation change of Ivy High Income B fund (WHIBX)

DateCashStockBondOther
09/200910.56%0.08%86.69%2.67%
06/200912.23%0.1%84.26%3.42%
03/200918.23%0.15%79.27%4.16%
Click here to see more historic asset allocation information on Ivy High Income B Fund (WHIBX)

  

Most Recent Top 10 Holdings in Ivy High Income B Fund (WHIBX)

Discover what Ivy High Income B Fund (WHIBX) manager is buying

30-Sep-09
Central Garden & Pet 9.125% [3.06%]
Laureate Educ 144A 10% [2.38%]
Tyco Electncs Grp S A 6.55% [2.22%]
Healthsouth FRN [1.65%]
HEADWATERS INC [1.59%]
Educ Mgmt 10.25% [1.54%]
DOLLAR GEN CORP [1.47%]
CIT Group, Inc. [1.38%]
Scientific Games Intl 144A 9.25% [1.36%]
Educ Mgmt 8.75% [1.35%]

30-Jun-09
Central Garden & Pet 9.125% [3.58%]
TYCO ELECTRONICS GROUP S A [2.61%]
Dollar Gen 11.875% [1.91%]
Educ Mgmt 10.25% [1.91%]
Healthsouth FRN [1.84%]
Scientific Games Intl 144A 9.25% [1.76%]
Calpine Constr Fin Co L P / 144A 8% [1.54%]
Ameristar Casinos 144A 9.25% [1.52%]
Educ Mgmt 8.75% [1.15%]
Owens-Brockway Glass Container 8.25% [1.12%]

31-Mar-09
Central Garden & Pet 9.125% [2.64%]
Dollar Gen 11.875% [2.37%]
Educ Mgmt 8.75% [2.35%]
Educ Mgmt 10.25% [2.01%]
Nalco 8.875% [1.9%]
Healthsouth FRN [1.87%]
Visant Hldg 8.75% [1.78%]
Aes 144A 9.75% [1.65%]
Buckeye Tech 8% [1.61%]
Sally Hldgs 10.5% [1.53%]
Click here for Stock Holding Change Map in Ivy High Income B Fund (WHIBX)

  

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