Delaware Ivy Asset Strategy Fund Cl E (IASEX)
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Delaware Ivy Asset Strategy Fund Cl E
Overland Park, KS 66202
6300 Lamar Ave
Ivy Funds Inc
Management Information
Aaron D. Young,Lead Manager since November 14, 2021
Mr. Young is Vice President of IICO and WRIMCO and Vice President of the Trust. He joined IICO in 2005 as a fixed-income analyst with an emphasis in credit research and derivative securities. Mr. Young joined the Asset Strategy team as an investment analyst in 2007. He has served as an assistant portfolio manager of investment companies managed by IICO and WRIMCO since 2012. Mr. Young earned a BA in Philosophy from the University of Missouri and holds an MBA with an emphasis in Finance and Strategy from the Olin School of Business at Washington University
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Morningstar Category
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Fund Overview
CategoryWorld Allocation
Fund FamilyDelaware Funds by Macquarie
Net Assets1.69B
YTD Return-14.28%
Yield2.44%
Morningstar Rating★★★★
Inception DateJul 30, 2008
Fund Operations
Last Dividend0.12
Last Cap Gain20.00
Holdings Turnover74.00%
Average for CategoryN/A
Fees & Expenses
ExpenseIASEXCategory Average
Annual Report Expense Ratio (net)1.48%1.00%
Prospectus Net Expense Ratio1.48%N/A
Prospectus Gross Expense Ratio1.48%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.06%
Max Deferred Sales LoadN/A1.35%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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