Ivy Balanced Fund

Scorecard
3 / 5 Stars
Lipper
4 4 3 4 4
Zacks Investment Research
4 (Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B- (Buy)

U.S. News evaluated 120 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 18.00 percent over the past year, 10.93 percent over the past three years, 16.58 percent over the past five years, and 8.02 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 0.5%
1 Year 18.0%
3 Years (Annualized) 10.9%
5 Years (Annualized) 16.6%
10 Years (Annualized) 8.0%

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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 invests primarily in medium to large, well-established companies that usually issue dividend-paying securities. The fund invests a portion of its total assets in common stocks in seeking to provide possible appreciation of capital and some dividend income.

Fees

Fees are Above Average compared to funds in the same category.
Ivy Balanced Fund has an expense ratio of 0.92 percent.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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