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Ivy Balanced R (IYBFX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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At close: 08:00PM EDT
| Previous close | 22.37 |
| YTD return | 7.38% |
| Expense ratio (net) | 1.30% |
| Category | Allocation--50% to 70% Equity |
| Last cap gain | 13.00 |
| Morningstar rating | ★★★★★ |
| Morningstar risk rating | High |
| Sustainability rating |
| Net assets | 1.53B |
| Beta (5Y monthly) | 1.04 |
| Yield | 1.86% |
| 5y average return | N/A |
| Holdings turnover | 73.00% |
| Last dividend | 0.28 |
| Average for category | N/A |
| Inception date | 08 Dec 2003 |
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