|Net Assets||1.18 Bil|
|Morningstar Risk||Above Average|
|Morningstar Return||Above Average|
- Last NAV update 5/17/2013 4:00 PM ET
|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 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 safety in uncertain times.|
- Year to date performance as of 5/16/2013 8:00 PM ET
|Fund Family||Ivy Funds|
|Fund Manager||Michael Avery|
|Minimum Initial Purchase||0.00|
|Minimum IRA Investment||NA|
- * Annualized returns
- Performance as of 5/16/2013 8:00 PM ET
|Net Assets||1.18 Bil||747.61 Mil|
|Avg Market Cap||37.74 Bil||25.37 Bil|
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