Ivy Balanced is trading at 24.33 as of the 18th of February 2025; that is 0.16% up since the beginning of the trading day. The fund's open price was 24.29. Ivy Balanced has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 1st of March 2023 and ending today, the 18th of February 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. Ivy Balanced is traded on NASDAQ Exchange in the United States. More on Ivy Balanced Fund
Ivy Balanced Fund [IBNYX] is traded in USA and was established 18th of February 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 3.22% with the current yeild of 0.02%, while the total return for the last 3 years was 7.64%.
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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.