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Delaware Ivy Balanced Fund Class B (IBNBX)

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

29.43 +0.14 +0.48%

10/12 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 916.59K

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IBNBX Holdings

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

Asset Allocation

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Name	Net %	Long %
Cash	4.68	4.68
Shares	65.02	65.02
Bonds	32.03	32.03
Convertible	0.07	0.07

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	23.55	18.60
Price to Book	5.31	3.22
Price to Sales	3.13	2.21
Price to Cash Flow	17.35	12.21
Dividend Yield	1.36	1.94
5 Years Earnings Growth	16.81	10.93

Sector Allocation

Name	Net %	Category Average
Technology	25.98	24.01
Financial Services	24.16	15.88
Healthcare	12.26	12.92
Industrials	10.21	10.18
Consumer Cyclical	8.81	9.98
Communication Services	7.35	7.52
Consumer Defensive	5.55	6.08
Basic Materials	3.19	3.18
Utilities	2.36	3.21
Energy	0.07	4.91
Real Estate	0.05	3.39

Region Allocation

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 233

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	5.76	508.11	+1.01%
Apple	US0378331005	3.32	211.23	+1.25%
UnitedHealth	US91324P1021	3.01	293.82	-2.25%
United States Treasury Notes 2.875%	-	2.72	-	-
United States Treasury Notes 2%	-	2.51	-	-
Mastercard	US57636Q1040	2.34	553.30	+0.05%
CME Group	US12572Q1058	1.94	274.08	-1.08%
Alphabet A	US02079K3059	1.94	183.76	+1.21%
Costco	US22160K1051	1.87	970.59	-1.05%

Top Equity Funds by Delaware Funds by Macquarie

Name	Total Assets	YTD%	3Y%	10Y%
Ivy Large Cap Growth I	4.54B	3.69	21.25	15.34
Ivy Science & Technology A	4B	16.43	29.08	15.12
Ivy Large Cap Growth A	3.23B	3.58	20.95	15.01
Ivy Core Equity A	2.86B	8.22	20.40	12.83
Ivy Mid Cap Growth I	2.06B	1.91	9.18	10.05

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Recent Quotes

Name	Price	Chg.	Chg. %
Ivy Balanced B	29.43	+0.14	+0.48%
BNY Mellon High Y.	47.84	-0.09	-0.19%
CI Global Investm.	21.89	-0.06	-0.27%
PFA+ Profil A 5 å.	175.402	+0.053	+0.03%
Kairos Multi-Stra.	832,363	+13927	+1.70%
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Fidelity Korea - .	1,980.810	-1.080	-0.05%
Fidelity Funds - .	3.219	+0.018	+0.56%