Ivy Balanced Fund

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

Fund Fees

Updated 09.30.2013

Maximum Sales Fees %
Initial
Deferred 5.0

Updated 09.30.2013

Maximum Fees %
Administrative 0.01
Management 0.7
Redemption

Updated 09.30.2013

Actual Fees %
12b-1 1.0
Management 0.7
Net Expense Ratio: Annual Report 1.95
Net Expense Ratio: Prospectus 1.95

Updated 03.05.2014

Total Cost Projections
3-Year $912.00
5-Year $1,152.00
10-Year $2,073.00

Purchase Information

Updated 07.31.2013

Minimum Investments
Initial $500.00
Additional
Initial IRA
Additional IRA
Initial AIP $50.00
Additional AIP $25.00