Skip to Content

Ivy Limited-Term Bond B WLTBX

Analyst rating as of
NAV / 1-Day Return
11.09  /  0.00 %
Total Assets
1.2 Bil
Adj. Expense Ratio
1.840%
Expense Ratio
1.840%
Fee Level
High
Longest Manager Tenure
6.31 years
Category
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
750
Status
Closed
TTM Yield
0.64%
Effective Duration
1.90 years
Premium

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.

Summary

| |

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.

Unlock our full analysis with Morningstar Premium