Ivy Balanced Fund

Scorecard
4 / 5 Stars
Lipper
5 5 3 3 5
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

Fund Fees

Updated 03.31.2014

Maximum Sales Fees %
Initial 5.75
Deferred

Updated 03.31.2014

Maximum Fees %
Administrative 0.01
Management 0.7
Redemption

Updated 03.31.2014

Actual Fees %
12b-1 0.25
Management 0.7
Net Expense Ratio: Annual Report 1.15
Net Expense Ratio: Prospectus 1.17

Updated 07.03.2014

Total Cost Projections
3-Year $925.00
5-Year $1,182.00
10-Year $1,914.00

Purchase Information

Updated 07.31.2013

Minimum Investments
Initial $750.00
Additional
Initial IRA
Additional IRA
Initial AIP $150.00
Additional AIP $50.00

See Also:

Top Ivy Funds Funds