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Delaware Ivy Balanced Fund Class A (IBNAX)

US Funds

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24.13 +0.09 +0.37%

25/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.16B

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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 Change21.91%

Prev. Close24.04

Risk Rating

TTM Yield2.09%

ROE32.29%

IssuerN/A

Turnover73%

ROA14.36%

Inception Date32097

Total Assets1.16B

Expenses1.06%

Min. Investment1,000

Market Cap290.2B

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	1147	1023	1294	1132	1565	2022
Fund Return	14.75%	2.32%	29.41%	4.22%	9.37%	7.29%
Place in category	42	158	29	155	72	147
% in Category	8	23	5	26	14	30

Top Equity Funds by Delaware Funds by Macquarie

Name	Total Assets	YTD%	3Y%	10Y%
Ivy Large Cap Growth I	4.69B	19.73	7.84	15.24
Ivy Science & Technology A	3.82B	26.75	7.05	13.57
Ivy Large Cap Growth A	3.4B	19.50	7.55	14.91
Ivy Core Equity A	2.98B	24.04	9.03	12.09
Ivy Mid Cap Growth I	2.98B	3.10	-5.04	10.67

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	111.51B	13.30	5.24	8.16
Vanguard Wellington Admiral	98.64B	12.38	4.27	8.38
American Funds American Balanced R6	56.03B	13.59	5.57	8.49
Vanguard Balanced Index Adm	46.01B	12.51	3.69	8.16
Fidelity Balanced	42.26B	13.91	4.81	9.52

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	4.50	427.99	+2.20%
NVIDIA	US67066G1040	3.01	136.92	+0.66%
Apple	US0378331005	2.90	234.97	+0.90%
Vanguard S&P 500	US9229083632	2.83	552.30	+0.56%
Amazon.com	US0231351067	2.14	207.86	+3.18%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Ivy Balanced A	24.13	+0.09	+0.37%