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Ivy Asset Strategy Y (WASYX)

On Feb 9: 21.59 USD  Up 0.16 (0.75%)  
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IVY ASSET STRATEGY FUND CLASS Y Delayed quote dataEdit
Net Asset Value: 21.59
Trade Time: Feb 9
Change: Up 0.16 (0.75%)
Prev Close: 21.59
YTD Return*: 41.28%
Net Assets*: 1.08B
Yield*: 0.69%
* As of 31-Dec-07
Ivy Asset Strategy Y (WASYX)
3m  6m  1y  2y  5y  max 
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31-Dec-07
FUND BASICS
Morningstar Overall Rating: 5 stars
Total Assets: 1.08B
Category: World Allocation
Total Expense Ratio: 1.15%
Fund Profile - Holdings


31-Dec-07
PERFORMANCE & RISK
YTD Return: 41.28%
5y Avg Return: 21.14%
Rank in Category (ytd): 6
% Rank in Category (ytd): 4.51%
Beta (3y): 1.67
Morningstar Risk Rating: Above average
Performance Details - Risk Details

FUND SUMMARY
The investment seeks to provide high total return over the long run. The fund allocates from 0-100% of assets between stocks, bonds and short-term instruments. It invests generally in a mix of: 70% in stocks, 25% in bonds, and 5% in short-term instruments. The fund may invest in domestic and foreign securities. It may also invest in derivative instruments.
Fund Profile


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