Ivy Core Equity Fund

Scorecard
3 / 5 Stars
Lipper
4 4 4 1 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B (Buy)

Fund Holdings

Asset Allocation

% Long % Net
Cash 0.0 0.0
Stocks 83.18 83.18
Bonds 0.29 0.29
Other 2.41 2.41
Foreign Bonds 0.0 0.0
Foreign Stocks 14.11 14.11
Convertible 0.0 0.0
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
Canadian Pacific Railway Ltd CP 3.19 3.72
Bank of America Corporation BAC 4.69 3.7
American International Group Inc AIG -3.13 3.33
Citigroup Inc C -8.62 3.16
Pentair Ltd PNR 3.68 3.14
Anheuser-Busch Inbev SA ADR BUD -4.08 3.04
Applied Materials, Inc. AMAT 6.39 3.03
Phillips 66 PSX -2.44 2.93
Harley-Davidson Inc HOG -5.67 2.93
MasterCard Incorporated Class A MA -8.03 2.91