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Ivy Limited-Term Bond C WLBCX

Analyst rating as of
NAV / 1-Day Return
11.07  /  0.00
Total Assets
1.2 Bil
Adj. Expense Ratio
1.670%
Expense Ratio
1.670%
Fee Level
High
Longest Manager Tenure
6.78 years
Category
Short-Term Bond
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
750
Status
Open
TTM Yield
0.59%
Effective Duration
2.10 years
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Morningstar’s Analysis

Will WLBCX 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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