| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
3
3
3
5
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#11 in Aggressive Allocation
U.S. News evaluated 123 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 9.83 percent over the past year, 9.70 percent over the past three years, 6.36 percent over the past five years, and 8.03 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 7.9% |
| 1 Year | 9.8% |
| 3 Years (Annualized) | 9.7% |
| 5 Years (Annualized) | 6.4% |
| 10 Years (Annualized) | 8.0% |
Summary
The investment seeks to provide total return through a combination of capital appreciation and current income. The fund invests primarily in a mix of stocks, debt securities and short-term instruments, depending on market conditions. It owns common stocks in order to provide possible appreciation of capital and some dividend income. In general, the fund invests a portion of its total assets in either debt securities or preferred stocks, or both, in order to provide income and relative stability of capital. It ordinarily invests at least 25% of its total assets in fixed-income securities.
Fees
Fees are Low compared to funds in the same category.
Ivy Balanced Fund has an expense ratio of 1.23 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
