Ivy Asset Strategy A (WASAX)
The Ivy Asset Strategy fund’s objective is to provide total return. This balanced fund invests its assets among stocks, bonds and cash in markets around the globe. It may also invest in precious metals and various foreign currencies. This hybrid fund may invest up to 100% of assets in foreign securities.
Fund Details
Ivy Asset Strategy Fund |
- Fund Inception Date: July 10, 2000
- Ticker Symbol: WASAX
- CUSIP: 466000759
- Beta (3yr): 1.09
- Rank in category (YTD): 46%
- Category: World Allocation
- Yield: 0.19%
- Capital Gains: 0%
- Expense Ratio: 0.99%
- Net Assets: $ 25.39 billion
- Number of Years Up: 8 years
- Number of Years Down: 2 years
- Average Maturity: 0.17 years
- Effective Duration: -0.06 years
- Annual Turnover Rate: 94%