| 5.50 Net Asset Value | 0.00% 1 Day | +1.10% Year-to-Date | Overall Morningstar Rating |
| High yield muni Style or Category | No Load Sales Expenses | 0.99% Expense Ratio | Low Morningstar Risk Rating™ |
| 1 month | +0.31% | 3 years | +8.41% | |
| 3 months | +1.09% | 5 years | -- | |
| 1 year | +7.37% | Since inception | +11.59% |
| IYIYX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +5.68% |
| Expense ratio | 0.99% | 1.06% |
| Risk 5 year sharpe ratio | 0.98 | 0.63 |
| Net assets | $1.7B | $2.0B |
| Average market cap | -- | -- |
| Average P/E | -- | -- |
| Portfolio turnover | 4% | 4% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Ivy Funds |
| Fund manager & tenure | Michael Walls / 3 Years |
| Minimal initial investment | $0.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| -- Massachusetts St Port Auth | 2.20% |
| -- Texas Mun Gas Acquisition & Su Sr 6.25% | 1.48% |
| -- Texas Private Activity Bd Surf Sr Lie 7% | 1.25% |
| -- Citizens Ppty Ins Corp Fla Senior 1.41% | 1.23% |
| -- Bay Area Toll Auth | 1.22% |
| -- New Jersey Econ Dev Auth | 1.22% |
| -- Pennsylvania St Tpk Commn Tpk Rev Bds | 1.21% |
| -- Arizona Health Facs Auth 4.315% | 1.16% |
| -- Illinois Fin Auth 8% | 1.09% |
| -- Delaware Cnty Pa Indl Dev Auth 6.125% | 1.04% |
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