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Ivy Asset Strategy A

WASAX
21.30
+0.06
+0.28%
8/29/2016
5 Years
  • Previous Close

    21.24

  • Net Assets

    2.18B

  • Yield

    0.26%

  • Front load

    5.75

  • Expenses

    0.99%

  • Category

    World Allocation

  • Morningstar Risk

    Above Average

  • Morningstar Rating ★★
Profile

Name of Issuer

Ivy Funds

Fund Style

Open

Fund Manager

Cynthia Prince-Fox

Investment Style

Large Growth

The investment seeks to provide total return. The fund seeks to achieve its objective by allocating its assets primarily among stocks, bonds and short-term instruments of issuers in markets around the globe, as well as in derivative instruments, precious metals and investments with exposure to various foreign currencies. It may invest in U.S. and foreign securities; the fund may invest up to 100% of its total assets in foreign securities, including issuers located in and/or generating revenue from emerging markets.

Purchase Information

Initial Purchase 750
Initial Purchase: IRA NA
Initial Purchase: AIP 150

Inception

7/10/2000

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