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Macquarie Balanced Fund Class Y (IBNYX)

US Funds

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24.04 +0.05 +0.21%

01:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 9.41M

Type: Fund

Market: United States

Issuer: Ivy Funds

Asset Class: Equity

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IBNYX Overview

Find basic information about the Macquarie Balanced Fund Class Y mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add IBNYX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change8.21%

Prev. Close23.99

Risk Rating

TTM Yield0.99%

ROE32.61%

IssuerIvy Funds

Turnover38%

ROA14.09%

Inception Date37963

Total Assets9.41M

Expenses1.05%

Min. InvestmentN/A

Market Cap301.96B

CategoryAllocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	989	989	1065	1186	1771	1930
Fund Return	-1.15%	-1.15%	6.51%	5.85%	12.11%	6.8%
Place in category	521	521	186	90	64	169
% in Category	68	68	24	15	14	35

Top Equity Funds by Macquarie

Name	Total Assets	YTD%	3Y%	10Y%
Ivy Large Cap Growth I	4.43B	-7.03	13.47	14.28
Ivy Science & Technology A	3.68B	-6.60	14.70	12.55
Ivy Large Cap Growth A	3.14B	-7.10	13.18	13.95
Ivy Core Equity A	2.74B	-4.05	12.98	11.44
Ivy Mid Cap Growth I	2.19B	-10.09	0.50	8.63

Top Funds for Allocation--50% to 70% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	111.31B	-0.52	8.11	7.88
Vanguard Wellington Admiral	94.12B	-1.53	8.15	8.06
American Funds American Balanced R6	56.27B	-0.42	8.45	8.21
Vanguard Balanced Index Adm	44.28B	-1.88	7.76	7.77
Fidelity Advisor Balanced Fund Clas	42.26B	16.10	4.96	9.64

Top Holdings

Name	ISIN	Weight %	Last	Change %
iShares Core US Aggregate Bond	US4642872265	4.93	97.33	-0.31%
Microsoft	US5949181045	3.35	455.12	-0.82%
Vanguard S&P 500	US9229083632	3.03	544.97	-0.34%
NVIDIA	US67066G1040	2.63	133.10	-1.82%
Apple	US0378331005	2.58	207.51	-0.61%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Ivy Balanced Y	24.04	+0.05	+0.21%