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Delaware Ivy Balanced Fund Class A (IBNAX)

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23.63+0.01 (+0.04%)
At close: 08:01PM EST

Delaware Ivy Balanced Fund Class A

Ivy Funds Inc

6300 Lamar Ave

Overland Park, KS 66202

Management information
Mark G. Beischel,Lead manager since 12 April 2018
Mark G. Beischel, CFA, is Senior Vice President of IICO, and Vice President of and portfolio manager for other investment companies for which IICO serves as investment manager. Mr. Beischel has served as Global Director of Fixed Income of IICO since June 2011. Mr. Beischel has served as assistant portfolio manager for investment companies managed by IICO since 2000, and has been an employee of such since 1998. He earned a BA degree in Business Management from the University of Wisconsin at Eau Claire, and an MBA with emphasis in Finance from the University of Denver.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryAllocation--50% to 70% Equity
Fund familyDelaware Funds by Macquarie
Net assets1.94B
YTD return-18.03%
Morningstar rating★★★★
Inception date15 Nov 1987

Fund operations

Last dividend0.01
Last cap gain0.00
Holdings turnoverN/A
Average for categoryN/A

Fees and expenses

ExpenseIBNAXCategory average
Annual report expense ratio (net)0.00%0.84%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.07%
Max deferred sales loadN/A1.48%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A