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Delaware Ivy Balanced Fund Class A (IBNAX)

US Funds

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23.73 -0.17 -0.71%

27/12 - Closed. Currency in USD

Type: Fund

Market: United States

Issuer: Ivy Funds

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.13B

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IBNAX Overview

Find basic information about the Delaware Ivy Balanced Fund Class A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add IBNAX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change14.79%

Prev. Close23.9

Risk Rating

TTM Yield2.01%

ROE32.19%

IssuerIvy Funds

Turnover38%

ROA14.52%

Inception Date32097

Total Assets1.13B

Expenses1.05%

Min. Investment1,000

Market Cap284.68B

CategoryAllocation - - 50% to 70% Equity

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Delaware Ivy Balanced Fund Class A Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 3

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1193	1048	1246	1197	1580	2055
Fund Return	19.31%	4.79%	24.63%	6.17%	9.58%	7.47%
Place in category	45	86	45	120	75	146
% in Category	8	16	8	21	15	31

Top Equity Funds by Delaware Funds by Macquarie

Name	Total Assets	YTD%	3Y%	10Y%
Ivy Large Cap Growth I	4.86B	26.05	9.72	15.62
Ivy Science & Technology A	3.79B	32.20	8.96	13.83
Ivy Large Cap Growth A	3.38B	25.77	9.42	15.29
Ivy Core Equity A	2.87B	30.96	11.83	12.42
Ivy Mid Cap Growth I	2.7B	10.50	-1.60	11.04

Top Funds for Allocation--50% to 70% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	110.57B	16.59	6.58	8.25
Vanguard Wellington Admiral	102.03B	17.05	6.03	8.62
American Funds American Balanced R6	55.76B	16.91	6.91	8.59
Vanguard Balanced Index Adm	47.65B	17.54	5.48	8.44
Fidelity Advisor Balanced Fund Clas	42.26B	18.85	6.81	9.87

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	4.29	430.53	-1.73%
NVIDIA	US67066G1040	3.32	137.01	-2.09%
Apple	US0378331005	2.83	255.59	-1.32%
Vanguard S&P 500	US9229083632	2.77	547.08	-1.04%
Amazon.com	US0231351067	2.16	223.75	-1.45%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Sell	Buy	Buy
Technical Indicators	Strong Sell	BUY	Strong Buy
Summary	Strong Sell	Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Ivy Balanced A	23.73	-0.17	-0.71%