Ivy Balanced Fund

Scorecard
3 / 5 Stars
Lipper
4 4 3 4 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 0.0
Management 0.7
Net Expense Ratio: Annual Report 0.92
Net Expense Ratio: Prospectus 0.92

Updated 03.05.2014

Total Cost Projections
3-Year $293.00
5-Year $509.00
10-Year $1,131.00

Purchase Information

Updated 07.31.2013

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