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Invested 60 Portfolio (WBLAX)

US Funds

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InvestEd Balanced historical data, for real-time data please try another search

8.67 -0.00 0.00%

10/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 54.63M

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WBLAX Holdings

Comprehensive information about top holdings and Key Holding Information for the InvestEd Balanced (WBLAX) fund. Our InvestEd Balanced portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	2.74	2.96	0.22
Shares	58.08	58.08	0.00
Bonds	38.88	38.88	0.00
Convertible	0.20	0.20	0.00
Preferred	0.07	0.07	0.00
Other	0.03	0.03	0.00

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.03	18.45
Price to Book	2.56	3.22
Price to Sales	1.81	2.21
Price to Cash Flow	9.74	12.24
Dividend Yield	1.74	1.94
5 Years Earnings Growth	14.53	11.24

Sector Allocation

Name	Net %	Category Average
Technology	21.22	23.87
Financial Services	14.40	15.86
Healthcare	12.19	13.12
Consumer Cyclical	11.85	9.98
Industrials	11.75	10.13
Consumer Defensive	7.78	6.06
Communication Services	7.17	7.49
Real Estate	4.27	3.40
Energy	4.00	4.99
Basic Materials	3.43	3.18
Utilities	1.93	3.22

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 22

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Delaware Ivy Government Securities R6	-	15.92	-	-
Delaware Ivy Securian Core Bond R6	-	9.22	-	-
Delaware Ivy Limited-Term Bond R6	-	8.91	-	-
Delaware Ivy Core Equity Fund Class R6	-	8.72	-	-
Delaware Ivy Large Cap Growth Fund R6	-	8.10	-	-
ishares S&P 500	US4642872000	7.39	595.59	+0.58%
Delaware Ivy International Core Eq R6	-	6.72	-	-
Delaware Ivy Systematic Em Mkts Eq R6	-	5.42	-	-
Delaware Ivy Value R6	-	4.41	-	-
Delaware Ivy Mid Cap Growth R6	-	3.84	-	-

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