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Nasdaq - Delayed Quote USD

Macquarie Balanced Fund Class C (IBNCX)

22.29
+1.01
+(4.75%)
At close: 8:04:00 PM EDT
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  • Previous Close 21.28
  • YTD Return -1.31%
  • Expense Ratio 1.81%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 13.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 1.47B
  • Beta (5Y Monthly) 1.01
  • Yield 0.45%
  • 5y Average Return --
  • Holdings Turnover 73.00%
  • Last Dividend 0.04
  • Inception Date Apr 2, 2007

The fund seeks to achieve its objective by investing primarily in a diversified mix of stocks, debt securities and short-term instruments, depending on market conditions. Regarding its income-generating equity investments, it invests primarily in medium to large, well-established companies. The fund invests at least 50% of its total assets in equity securities including convertible securities.

Macquarie

Fund Family

Allocation--50% to 70% Equity

Fund Category

1.47B

Net Assets

2007-04-02

Inception Date

More about Macquarie Balanced Fund Class C

Performance Overview: IBNCX

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Trailing returns as of 4/8/2025. Category is Allocation--50% to 70% Equity.

YTD Return

IBNCX
1.31%
Category
9.69%
 

1-Year Return

IBNCX
5.66%
Category
27.06%
 

3-Year Return

IBNCX
4.99%
Category
11.00%
 

5-Year Return

IBNCX
11.24%
Category
10.26%
 

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Holdings: IBNCX

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Sector Weightings

SectorIBNCX
Technology   31.89%
Financial Services   21.18%
Communication Services   10.24%
Industrials   9.70%
Consumer Cyclical   9.39%
Healthcare   7.59%
Consumer Defensive   4.19%
Basic Materials   2.96%
Energy   1.39%
Utilities   1.35%
Real Estate   0.11%
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Recent News: IBNCX

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Research Reports: IBNCX

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