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Ivy Asset Strategy Y (WASYX)

On Nov 23: 22.83 USD  Up 0.35 (1.56%)  
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IVY ASSET STRATEGY FUND CLASS Y Delayed quote dataEdit
Net Asset Value: 22.83
Trade Time: Nov 23
Change: Up 0.35 (1.56%)
Prev Close: 22.83
YTD Return*: 16.69%
Net Assets*: 884.61M
Yield*: 0.06%
* As of 31-Oct-09
Ivy Asset Strategy Y (WASYX)
3m  6m  1y  2y  5y  max 
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31-Oct-09
FUND BASICS
Morningstar Overall Rating: 5 stars
Total Assets: 884.61M
Category: World Allocation
Total Expense Ratio: 1.00%
Fund Profile - Holdings


31-Oct-09
PERFORMANCE & RISK
YTD Return: 16.69%
5y Avg Return: 14.22%
Rank in Category (ytd): 125
% Rank in Category (ytd): 45.96%
Beta (3y): 0.79
Morningstar Risk Rating: Average
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


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