Ivy Balanced is trading at 23.44 as of the 20th of March 2025; that is 0.69% up since the beginning of the trading day. The fund's open price was 23.28. 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 20th of December 2024 and ending today, the 20th 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. 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 20th of March 2025. 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 0.04% with the current yeild of 0.02%, while the total return for the last 3 years was 7.76%.
Check Ivy Balanced Probability Of Bankruptcy
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.