IBNYX
Nomura Balanced Fund
IVY FUNDS

Allocation breakdown

As of March 31, 2026 · N-PORT

By asset class

By country

By sector

By industry (SIC code)

As of March 31, 2026 · N-PORT

How we map holdings to the sectors above: each holding's issuer carries a U.S. SIC industry code in its EDGAR filer record, and each SIC code rolls up to a sector. Expand a sector to see its industries, and click a SIC code to list this fund's positions in that industry. Bonds and foreign or private issuers with no SEC filer record fall into Unclassified.

Semiconductors & Related Devices 11.03%
Services-Computer Programming, Data Processing, Etc. 4.70%
Electronic Computers 2.93%
Services-Prepackaged Software 2.92%
Computer Storage Devices 1.47%
Measuring & Controlling Devices, NEC 0.93%
Telephone & Telegraph Apparatus 0.04%
National Commercial Banks 2.49%
Security & Commodity Brokers, Dealers, Exchanges & Services 2.47%
State Commercial Banks 0.94%
Security Brokers, Dealers & Flotation Companies 0.89%
Insurance Agents, Brokers & Service 0.82%
Finance Services 0.79%
Investment Advice 0.54%
Federal & Federally-Sponsored Credit Agencies 0.29%
Mortgage Bankers & Loan Correspondents 0.08%
Commercial Banks, NEC 0.03%
Life Insurance 0.03%
Services-Business Services, NEC 1.97%
Retail-Catalog & Mail-Order Houses 1.72%
Retail-Variety Stores 1.58%
Retail-Auto & Home Supply Stores 1.17%
Industrial Instruments For Measurement, Display, and Control 1.11%
Hotels & Motels 0.12%
Retail-Retail Stores, NEC 0.07%
Services-Miscellaneous Equipment Rental & Leasing 0.02%
Misc Industrial & Commercial Machinery & Equipment 1.58%
Engines & Turbines 1.47%
Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip 0.96%
Wholesale-Hardware & Plumbing & Heating Equipment & Supplies 0.95%
Metal Cans 0.71%
Miscellaneous Fabricated Metal Products 0.60%
Wholesale-Electronic Parts & Equipment, NEC 0.49%
Transportation Services 0.30%
Wholesale-Hardware 0.06%
Water Transportation 0.03%
Industrial Trucks, Tractors, Trailors & Stackers 0.01%
Pharmaceutical Preparations 1.58%
Biological Products, (No Diagnostic Substances) 0.91%
Services-General Medical & Surgical Hospitals, NEC 0.33%
Rolling Drawing & Extruding of Nonferrous Metals 2.08%
Mining & Quarrying of Nonmetallic Minerals (No Fuels) 0.53%
Chemicals & Allied Products 0.07%
Plastic Material, Synth Resin/Rubber, Cellulos (No Glass) 0.04%
Plastics Products, NEC 0.04%
Electric Services 2.18%
Natural Gas Transmission 0.05%
Telephone Communications (No Radiotelephone) 0.86%
Services-Video Tape Rental 0.37%
Radio Broadcasting Stations 0.04%
Real Estate Investment Trusts 0.14%
Unclassified 42.45%

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