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Ivy Asset Strategy I
(IVAEX)

21.70USD   Up0.16 (0.74%)   
On Feb 10
 Ivy Asset Strategy I Delayed quote data 
Net Asset Value: 21.70
Trade Time:Feb 10
Change:Up0.16 (0.74%)
Prev Close:21.54
YTD Return*:23.10%
Net Assets*:3.02B
Yield*:0.10%
* As of 30-Nov-09
[Chart]
3m  6m  1y  2y  5y 
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FUND BASICS

30-Nov-09
Total Assets:3.02B
Category:N/A
Morningstar Overall Rating:5 stars
» Fund Profile» Holdings

PERFORMANCE & RISK

30-Nov-09
YTD Return:23.10%
5y Avg Return:13.53%
Rank in Category (ytd):130
% Rank in Category (ytd):N/A
Beta (3y):0.80
Morningstar Risk Rating:
» Performance Details» Risk Details

FUND SUMMARY

 
The investment seeks to provide high total return over the long run. The fund seeks to achieve its objective by allocating its assets among primarily stocks, bonds and short-term instruments of issuers located around the world. It may invest in domestic and foreign securities; the fund may invest up to 100% of assets in foreign securities. It may buy or sell options or futures contracts on a security or an index of securities, or enter into swaps.
» Fund Profile