|Net Assets||1.41 Bil|
|Morningstar Return||Above Average|
- Last NAV update
|The investment seeks to provide total return. The fund allocates its assets primarily among stocks, bonds and short-term instruments of issuers in markets around the globe, as well as investments in derivative instruments, precious metals and investments with exposure to various foreign currencies. It may invest its assets in any market that the manager believes can offer a high probability of return or, alternatively, can provide a high degree of relative safety in uncertain times.|
- Year to date performance as of
|Fund Family||Ivy Funds|
|Fund Manager||Michael Avery|
|Minimum Initial Purchase||0.00|
|Minimum IRA Investment||NA|
- * Annualized returns
- Performance as of
|Net Assets||1.41 Bil||772.10 Mil|
|Avg Market Cap||46.07 Bil||37.80 Bil|
Copyright © 2013 Microsoft. All rights reserved.
Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.