Ivy Balanced Fund — new fund registration

IVY FUNDS INC registered 18 new fund series on Form 485APOS, filed 2008-11-17. Featured series: Ivy Balanced Fund.

Registration

• Registrant / trust: IVY FUNDS INC
• CIK: 0000883622
• Form: 485APOS
• Filed: 2008-11-17
• State of incorporation: MD
• Accession: 0001105607-08-000235
• Reported net assets: $1.8B

Series & classes (108)

Showing 25 of 108 series/class rows.

Fees (from the effective prospectus)

• 12b-1 fee: 0.25%
• Gross expense ratio: 1.09%
• Management fee: 0.68%
• Net expense ratio: 0.98%
• Other expenses: 0.15%

Investment objective

Macquarie Balanced Fund seeks to provide total return through a combination of capital appreciation and current income.

Advisers

• Nomura Investment Management Business Trust (Advisor)
• Macquarie Investment Management Global Limited (Subadvisor)

Other filings by this registrant (15)

• 485APOS — 2025-05-08
• 485APOS — 2022-05-27
• 485APOS — 2022-05-27
• 485APOS — 2022-05-27
• 485APOS — 2022-05-19
• 485APOS — 2022-05-19
• NT-NCSR — 2021-12-09
• 485APOS — 2021-09-14
• 485APOS — 2021-09-14
• 485APOS — 2021-09-14
• NT NPORT-P — 2021-06-22
• NT NPORT-P — 2021-06-22

More

• Registrant profile: IVY FUNDS INC
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