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Ivy High Income Y (WHIYX)

On Nov 24: 8.24 USD  Up 0.01 (0.12%)  
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IVY HIGH INCOME FUND CLASS Y Delayed quote dataEdit
Net Asset Value: 8.24
Trade Time: Nov 24
Change: Up 0.01 (0.12%)
Prev Close: 8.23
YTD Return*: 41.53%
Net Assets*: 79.42M
Yield*: 8.10%
* As of 31-Oct-09
Ivy High Income Y (WHIYX)
3m  6m  1y  2y  5y  max 
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31-Oct-09
FUND BASICS
Morningstar Overall Rating: 5 stars
Total Assets: 79.42M
Category: High Yield Bond
Total Expense Ratio: 1.14%
Fund Profile - Holdings


31-Oct-09
PERFORMANCE & RISK
YTD Return: 41.53%
5y Avg Return: 6.32%
Rank in Category (ytd): 300
% Rank in Category (ytd): 54.84%
Beta (3y): 0.89
Morningstar Risk Rating: Below average
Performance Details - Risk Details

FUND SUMMARY
The investment seeks to provide high current income. Capital growth is secondary. The fund invests primarily in high-yield, high-risk, fixed-income securities of domestic and, to a lesser extent, foreign issuers. It invests primarily in lower quality bonds that include bonds rated BBB and below by S&P. The fund may invest an unlimited amount of assets in junk bonds, which include bonds rated BB and below by S&P. It may invest in fixed-income securities of any maturity and in companies of any size.
Fund Profile


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