Ivy International Core Equity Fund

Scorecard
4 / 5 Stars
Lipper
5 5 2 1 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
D- (Sell)

Fund Holdings

As of Sept. 30, 2010, the fund was heavy on telecommunications, industrial materials, and energy companies, relative to its peers.

Asset Allocation

% Long % Short % Net
Cash 13.0 9.58 3.42
Stocks 3.01 0.0 3.01
Bonds 0.08 0.0 0.08
Other 1.61 0.16 1.45
Foreign Bonds 0.0 0.0 0.0
Foreign Stocks 92.04 0.0 92.04
Convertible 0.0 0.0 0.0
Preferred 0.0 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
Shire PLC SHPGF 20.19 3.32
Total SA TTFNF 3.95 2.68
Royal Dutch Shell PLC Class A RYDAF 3.01 2.61
GlaxoSmithKline PLC GLAXF 6.94 2.35
Daimler AG DDAIF 2.91 2.3
ING Groep N.V. INGA --- 2.27
Nestle SA NSRGF 1.24 2.25
Rio Tinto PLC RTPPF 0.78 1.93
Cheung Kong Holdings, Ltd. 00001 --- 1.89
Teva Pharmaceutical Industries Ltd ADR TEVA 22.45 1.76