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Ivy Limited-Term Bond E IVLEX

Analyst rating as of
NAV / 1-Day Return
11.08  /  0.00 %
Total Assets
1.2 Bil
Adj. Expense Ratio
0.930%
Expense Ratio
0.930%
Fee Level
High
Longest Manager Tenure
6.58 years
Category
Short-Term Bond
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
250
Status
Open
TTM Yield
1.41%
Effective Duration
2.00 years
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Morningstar’s Analysis

Will IVLEX 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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