Ivy Balanced Fund

Scorecard
4 / 5 Stars
Lipper
4 4 3 4 5
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

Fund Holdings

Asset Allocation

% Long % Net
Cash 1.05 1.05
Stocks 65.94 65.94
Bonds 18.69 18.69
Other 3.06 3.06
Foreign Bonds 6.23 6.23
Foreign Stocks 4.94 4.94
Convertible 0.1 0.1
Preferred 0.0 0.0

Updated 03.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 03.31.2014

Ticker YTD Return % % Net Assets
PNC Financial Services Group Inc PNC 16.37 1.84
JPMorgan Chase & Co JPM 0.43 1.7
L Brands Inc LB -0.02 1.67
Brown-Forman Corp Class B BF.B 26.31 1.67
Applied Materials Inc AMAT 29.3 1.66
Anheuser-Busch Inbev SA ADR BUD 9.69 1.62
Cognizant Technology Solutions Corp Class A CTSH -1.37 1.57
Estee Lauder Cos Inc Class A EL -0.92 1.54
PPG Industries Inc PPG 10.8 1.52
American Express Co AXP 5.6 1.51

Bond Ratings (%)

Updated 03.31.2014

Sector IBNCX
AAA 10.03
AA 8.89
A 40.49
BBB 34.34
BB 6.08
B 0.17
Below B 0.0
Other 0.0

See Also:

Top Ivy Funds Funds