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Ivy Asset Strategy B (WASBX)

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24.55+0.06 (+0.24%)
At close: 09:01PM EDT

Ivy Asset Strategy B

Ivy Funds Inc

6300 Lamar Ave

Overland Park, KS 66202

800-777-6472
Management information
F. Chace Brundige,Lead manager since 3 August 2014
Mr. Brundige joined Ivy Investment Management Company as an assistant portfolio manager for the Large Cap Growth equity team, and became a portfolio manager in Feb. 2006. He is Senior Vice President of IICO, Vice President of the Trust, and Vice President of and portfolio manager for other investment companies for which IICO serves as investment manager. Mr. Brundige holds a BS degree in Finance from Kansas State University, and has earned an MBA with an emphasis in Finance and Accounting from the University of Chicago Graduate School of Business. Mr. Brundige is a Chartered Financial Analyst.
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 assets2.61B
YTD return11.95%
Yield1.20%
Morningstar rating★★★
Inception date2 Jul 2000

Fund operations

Last dividend0.15
Last cap gain0.00
Holdings turnover40.00%
Average for categoryN/A

Fees and expenses

ExpenseWASBXCategory average
Annual report expense ratio (net)2.04%1.00%
Prospectus net expense ratio2.04%N/A
Prospectus gross expense ratio2.04%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 projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A