IBNYX (Ivy:Balanced Fund;Y)
Net Asset Value: 19.24 1-Day Return: 0.03 (0.16%) YTD Return as of 5/23/12:Up 4.90%

Classification: Mixed-Asset Target Allocation Growth   Objective: Balanced   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.

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Total Returns (As of 5/23/2012)

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 YTD1Yr3Yr5Yr10Yr
Fund 4.90 2.79 13.67 4.44NA
Classification 3.28 -1.90 11.81 0.01 4.21
Index (S&P 500) 5.80 2.30 16.50 -0.70 3.90
% Rank in Class (1-best,100=worst)710102NA

Fund Stats

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Investment Objective:Balanced
Net Assets ($Mil)71.50
Inception Date:12/8/03
Manager Name, TenureCynthia P. Prince-Fox, 2003
Expense Ratio: 1.22%
Sales Charge:
Load Type:
  
Institutional Load
0.00%
0.00%

Top 10 Holdings (As of 12/31/11)

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Company NameSymbol% Net Assets
Apple Inc Ord AAPL 2.90
Conocophillips Ord COP 2.14
Cbs Corp Ord CBS 1.99
Philip Morris International Inc Ord PM 1.90
National Oilwell Varco Inc Ord NOV 1.85
Allergan Inc Ord AGN 1.84
Microchip Technology Inc Ord MCHP 1.81
Limited Brands Inc Ord LTD 1.78
Mcdonald's Corp Ord MCD 1.72
Anheuser-busch Inbev Nv Dr BUD 1.66
% of Total Holdings 19.59

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