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

Mutual Fund Insights: Ivy Limited-Term Bond C Fund (WLBCX)

In-depth Analysis of Ivy Limited-Term Bond C Fund (WLBCX)

Mutual fund chart: Ivy Limited-Term Bond C Fund (WLBCX)

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See Ivy Limited-Term Bond C Fund (WLBCX) performance details as of February 28, 2010

  

    Last Trade: $11.07 on 3/19/2010, Change: -0.01 (-0.09%)

  

Fund ManagerFund Manager - Mark J. Otterstrom

Fund Manager Tenure: 1.6 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Mark J. Otterstrom is a vice president of Waddell & Reed Investment Management Company and Ivy Investment Management Company. Mark J. Otterstrom joined Waddell & Reed in May 1987 as a fixed income specialist with emphasis in high yield municipal bonds. Mark J. Otterstrom was appointed assistant vice president and assistant portfolio manager in January 1995 and vice president in January 1996. Mark J. Otterstrom was named portfolio manager of the Waddell & Reed Advisors Municipal High Income Fund in June 2000.  Get more insights on Mark J. Otterstrom

  

What we like about Ivy Limited-Term Bond C Fund (WLBCX) What we like about Ivy Limited-Term Bond C Fund (WLBCX)

Data for Ivy Limited-Term Bond C Fund (WLBCX) as of February 28, 2010

  • Ivy Limited-Term Bond C Fund (WLBCX) has good short-term performance (1-year return 6.75% vs 10.21 % Short-Term Bond category average)
  • Ivy Limited-Term Bond C Fund (WLBCX) has good mid-term performance (3-year return 5.69% vs 3.54 % Short-Term Bond category average)
  • Ivy Limited-Term Bond C Fund (WLBCX) has good Long-term performance (5-year return 4.25% vs 3.57 % Short-Term Bond category average)
  • Ivy Limited-Term Bond C Fund (WLBCX) ratio of up-years vs down years is greater than 2
  • Ivy Limited-Term Bond C Fund (WLBCX) has an annual stock turnover rate of 20.00% vs Short-Term Bond average of 113.38%. It is good that Ivy Limited-Term Bond C management does not trade extensively for its return.
  • Ivy Limited-Term Bond C Fund (WLBCX) is less volatile than its peers as it has a 3-year Standard Deviation of 2.43, lower than category average of 3.34

  

What we are cautious about Ivy Limited-Term Bond C Fund (WLBCX) What we are cautious about Ivy Limited-Term Bond C Fund (WLBCX)

Data for Ivy Limited-Term Bond C Fund (WLBCX) as of February 28, 2010

  • Ivy Limited-Term Bond C Fund (WLBCX) management has been with Ivy Limited-Term Bond C Fund for only 1.6 years, it is hard to judge manager's ability based on this fund's operation record
  • Ivy Limited-Term Bond C Fund (WLBCX) has a Morningstar rating of 3 and below
  • Ivy Limited-Term Bond C Fund (WLBCX) has a higher management fee of 1.59% than its Short-Term Bond average of 0.91%
  • Ivy Limited-Term Bond C Fund (WLBCX) carries a 1% load
See Ivy Limited-Term Bond C Fund (WLBCX) performance details as of February 28, 2010

  

  

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Ivy Limited-Term Bond C Fund (WLBCX) Net Asset

Track net asset change of Ivy Limited-Term Bond C fund (WLBCX)

DateNet Asset
02/2010$859.15M
01/2010$203.59M
11/2009$196.61M
More historic net asset information on Ivy Limited-Term Bond C Fund (WLBCX)

  

Ivy Limited-Term Bond C Fund (WLBCX) Portfolio Allocation

Track portfolio allocation change of Ivy Limited-Term Bond C fund (WLBCX)

DateCashStockBondOther
09/200914.83%0%85.17%0%
06/200911.11%0%88.89%0%
03/20096.41%0%96.63%1.65%
Click here to see more historic asset allocation information on Ivy Limited-Term Bond C Fund (WLBCX)

  

Most Recent Top 10 Holdings in Ivy Limited-Term Bond C Fund (WLBCX)

Discover what Ivy Limited-Term Bond C Fund (WLBCX) manager is buying

30-Sep-09
United States Treas Nts [3.74%]
US Treasury Note 4.625% [1.6%]
United States Treas Nts 3.375% [1.58%]
FNMA 4.375% [1.29%]
Berkshire Hathaway Fin 4% [1.25%]
Morgan Stanley Fdic Gtd Tlgp 3.25% [1.24%]
Cargill 144A 5.6% [1.24%]
Federal Hm Ln Bk 9m-2012 CMO 4.72% [1.09%]
US Treasury Note 4.25% [1.06%]
FNMA 5% [1.05%]

30-Jun-09
US TREASURY NOTE [2.16%]
US Treasury Note 4.625% [2.12%]
US TREASURY NOTE [2.1%]
FHLBA 5.375% [1.98%]
FNMA [1.69%]
FFCB 4.75% [1.68%]
Morgan Stanley Fdic Gtd Tlgp 3.25% [1.61%]
Berkshire Hathaway Fin 144A 4% [1.55%]
US Treasury Note 4.25% [1.42%]
US Treasury Note 3.875% [1.28%]

31-Mar-09
US TREASURY NOTE [2.16%]
US Treasury Note 4.625% [2.12%]
US TREASURY NOTE [2.1%]
FHLBA 5.375% [1.98%]
FNMA [1.69%]
FFCB 4.75% [1.68%]
Morgan Stanley Fdic Gtd Tlgp 3.25% [1.61%]
Berkshire Hathaway Fin 144A 4% [1.55%]
US Treasury Note 4.25% [1.42%]
US Treasury Note 3.875% [1.28%]
Click here for Stock Holding Change Map in Ivy Limited-Term Bond C Fund (WLBCX)

  

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