Ivy Balanced Fund Quote
| IBARX Fund | USD 23.54 0.15 0.64% |
PerformanceVery Weak
| Odds Of DistressLow
|
Ivy Balanced is trading at 23.54 as of the 19th of March 2025; that is 0.64% increase since the beginning of the trading day. The fund's open price was 23.39. Ivy Balanced has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
The fund seeks to achieve its objective by investing primarily in a diversified mix of stocks, debt securities and short-term instruments, depending on market conditions. Regarding its income-generating equity investments, it invests primarily in medium to large, well-established companies. More on Ivy Balanced Fund
Moving together with Ivy Mutual Fund
Ivy Mutual Fund Highlights
| Fund Concentration | Ivy Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Ivy Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
Ivy Balanced Fund [IBARX] is traded in USA and was established 19th of March 2025. Ivy Balanced is listed under Ivy Funds category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Ivy Funds family. This fund currently has accumulated 2.89 B in assets under management (AUM) with no minimum investment requirementsIvy Balanced is currently producing year-to-date (YTD) return of 0.13% with the current yeild of 0.02%, while the total return for the last 3 years was 8.11%.
Check Ivy Balanced Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Ivy Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Ivy Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Ivy Balanced Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Ivy Balanced Fund Mutual Fund Constituents
| JCI | Johnson Controls International | Stock | Industrials | |
| ADSK | Autodesk | Stock | Information Technology | |
| LVS | Las Vegas Sands | Stock | Consumer Discretionary | |
| MSFT | Microsoft | Stock | Information Technology | |
| AAPL | Apple Inc | Stock | Information Technology | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| MS | Morgan Stanley | Stock | Financials | |
| JPM | JPMorgan Chase Co | Stock | Financials |
Ivy Balanced Risk Profiles
| Mean Deviation | 0.5172 | |||
| Standard Deviation | 0.6491 | |||
| Variance | 0.4213 | |||
| Risk Adjusted Performance | (0.08) |
Ivy Balanced Against Markets
Other Information on Investing in Ivy Mutual Fund
Ivy Balanced financial ratios help investors to determine whether Ivy Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ivy with respect to the benefits of owning Ivy Balanced security.
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