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Analyst rating as of
NAV / 1-Day Return
5.77  /  3.78 %
Total Assets
185.9 Mil
Adj. Expense Ratio
2.220%
Expense Ratio
2.220%
Fee Level
Above Average
Longest Manager Tenure
14.90 years
Category
Equity Energy
Investment Style
Mid Value
Min. Initial Investment
750
Status
Closed
TTM Yield
0.70%
Turnover
23%
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Morningstar’s Analysis

Will IEYBX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Macquarie Asset Management Buys Waddell & Reed; Ratings Unchanged

Analyst Note

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On Dec. 2, 2020, Waddell & Reed, the parent company of Ivy Investments, announced that it would be acquired by Macquarie Asset Management and expects the deal to close in mid-2021. This news doesn't immediately affect Ivy's Average Parent rating or any strategy's Morningstar Analyst Rating.

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