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S&P/TSX
21,875.79
-66.41
(-0.30%)
S&P 500
5,460.48
-22.39
(-0.41%)
DOW
39,118.86
-45.24
(-0.12%)
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+0.0011
(+0.15%)
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Bitcoin CAD
84,410.35
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(+1.19%)
Delaware Ivy Balanced Fund Class Y (IBNYX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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22.31
-0.09
(-0.40%)
At close: 08:01PM EDT
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Overall Portfolio Composition (%)
Cash
3.13%
Stocks
63.17%
Bonds
33.33%
Others
0.00%
Preferred
0.34%
Convertable
0.03%
Sector Weightings (%)
Sector(s)
IBNYX
Basic Materials
3.97%
Consumer Cyclical
9.11%
Financial Services
21.08%
Real Estate
0.24%
Consumer Defensive
3.98%
Healthcare
11.15%
Utilities
1.20%
Communication Services
7.92%
Energy
2.46%
Industrials
7.31%
Technology
31.59%
Equity Holdings
Average
IBNYX
Category Average
Price/Earnings
0.04
23.62
Price/Book
0.23
3.26
Price/Sales
0.34
2.32
Price/Cashflow
0.06
15.57
Median Market Cap
206,392.34
97,816.96
3 Year Earnings Growth
21.5
15.47
Bond Holdings
Average
IBNYX
Category Average
Maturity
9.1
5.72
Duration
4.19
4.49
Credit Quality
N/A
N/A
Bond Ratings
Sector(s)
IBNYX
US Government
7.93%
AAA
0.00%
AA
0.00%
A
0.00%
BBB
0.00%
BB
0.00%
B
0.00%
Below B
0.00%
Others
0.00%
Top 8 Holdings (19.18% of Total Assets)
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Name
Symbol
% Assets
Microsoft Corp
MSFT
4.65%
NVIDIA Corp
NVDA
2.45%
Amazon.com Inc
AMZN
2.29%
Apple Inc
AAPL
2.13%
Vanguard Russell 2000 ETF
VTWO
2.04%
Alphabet Inc Class A
GOOGL
1.94%
UnitedHealth Group Inc
UNH
1.85%
HCA Healthcare Inc
HCA
1.85%
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