Ivy Balanced Fund

Scorecard
4 / 5 Stars
Lipper
5 4 3 2 4
Zacks Investment Research
4 (Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B- (Buy)

Fund Fees

Updated 09.30.2013

Maximum Sales Fees %
Initial
Deferred

Updated 09.30.2013

Maximum Fees %
Administrative 0.01
Management 0.7
Redemption

Updated 09.30.2013

Actual Fees %
12b-1 0.25
Management 0.7
Net Expense Ratio: Annual Report 1.16
Net Expense Ratio: Prospectus 1.16

Updated 03.05.2014

Total Cost Projections
3-Year $368.00
5-Year $638.00
10-Year $1,409.00

Purchase Information

Updated 07.31.2013

Minimum Investments
Initial $0.00
Additional
Initial IRA
Additional IRA
Initial AIP
Additional AIP