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Ivy Limited-Term Bond B WLTBX

Analyst rating as of

Morningstar’s Analysis

Will WLTBX outperform in future?

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

This conservative short-term bond strategy is not a standout.


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Ivy Limited-Term Bond’s slim team plies a straightforward approach. The strategy’s five cheaper share classes earn a Morningstar Analyst Rating of Neutral, while the three remaining share class’ higher price tag justify a Negative rating.

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