The investment seeks to provide total return through a combination of capital appreciation and current income. The fund invests primarily in a mix of stocks, debt securities and short-term instruments, depending on market conditions. It invests primarily in medium to large, well-established companies that usually issue dividend-paying securities. The fund invests a portion of its total assets in common stocks in seeking to provide possible appreciation of capital and some dividend income.
Fund filings (PDF) »
Cynthia Prince-Fox (Started: May 1, 2003)
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Ivy Funds, 6300 Lamar Avenue, P.O. Box 29217, Overland Park, KS 66202, USA