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 Holdings

Asset Allocation

% Long % Net
Cash 0.63 0.63
Stocks 66.1 66.1
Bonds 18.17 18.17
Other 4.62 4.62
Foreign Bonds 4.48 4.48
Foreign Stocks 5.9 5.9
Convertible 0.11 0.11
Preferred 0.0 0.0

Updated 12.31.2013

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 12.31.2013

Ticker YTD Return % % Net Assets
L Brands Inc LB -7.86 2.11
Anheuser-Busch Inbev SA ADR BUD -4.08 2.03
PNC Financial Services Group Inc PNC 4.95 1.74
Estee Lauder Cos Inc Class A EL -8.71 1.74
Pentair Ltd PNR 3.68 1.7
JPMorgan Chase & Co JPM -3.23 1.67
Citigroup Inc C -8.62 1.63
Phillips 66 PSX -2.44 1.58
Boeing Co BA -5.52 1.57
Harley-Davidson Inc HOG -5.67 1.54

Bond Ratings (%)

Updated 12.31.2013

Sector IBNBX
AAA 12.91
AA 11.43
A 36.9
BBB 32.24
BB 6.45
B 0.07
Below B 0.0
Other 0.0