Ivy Wilshire Global Allocation B (IWGBX)
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Ivy Wilshire Global Allocation B
Ivy Funds Inc
6300 Lamar Ave
Overland Park, KS 66202
800-777-6472
Management information
W. Jeffery Surles,Lead manager since 5 February 2018
Jeff Surles is a Vice President of Ivy Investment Management Company, a subsidiary of Waddell & Reed Financial, Inc.
Mr. Surles graduated from Vanderbilt University in 2000 with a BS in organizational development. He earned an MBA with emphasis in finance from the University of Wisconsin in 2007. While attending the University of Wisconsin he was actively involved in the Applied Security Analysis Program and completed an internship at Provident Trust Company.
Prior to joining Waddell & Reed, Mr. Surles was employed by Surles Development Corp. as a portfolio manager from 2003 to 2005, and an investment analyst from 2001 to 2003. In the fall of 2000, he was a sales analyst for Enterprise Development Services, Inc.
Mr. Surles joined Waddell & Reed in June 2007 as a fixed income investment analyst. He was appointed assistant vice president in January 2012. Mr. Surles was named co-portfolio manager of the Ivy Global Income Allocation Fund (formerly Ivy International Balanced Fund) in June 2012.
Mr. Surles was appointed vice president and assumed sole management responsibilities for the Ivy Global Income Allocation Fund in 2014.
Mr. Surles is a CFA charterholder.
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
CategoryWorld Allocation
Fund familyDelaware Funds by Macquarie
Net assets1.13B
YTD return9.19%
Yield0.93%
Morningstar rating★★
Inception date5 Oct 1999
Fund operations
Last dividend0.08
Last cap gain0.00
Holdings turnover33.00%
Average for categoryN/A
Fees and expenses
ExpenseIWGBXCategory average
Annual report expense ratio (net)2.12%1.00%
Prospectus net expense ratio2.12%N/A
Prospectus gross expense ratio2.29%N/A
Max 12b1 fee1.00%N/A
Max front end sales loadN/A5.06%
Max deferred sales load5.00%1.35%
3-yr expense projection999N/A
5-yr expense projection1,310N/A
10-yr expense projection2,330N/A
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