Ivy Core Equity Fund

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

Fund Holdings

Asset Allocation

% Long % Net
Cash 0.0 0.0
Stocks 84.68 84.68
Bonds 0.29 0.29
Other 2.41 2.41
Foreign Bonds 0.0 0.0
Foreign Stocks 12.61 12.61
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 12.31.2013

Top 10 Holdings

Performance as of 03.31.2014

Portfolio as of 12.31.2013

Ticker YTD Return % % Net Assets
Canadian Pacific Railway Ltd CP -0.19 3.72
Bank of America Corporation BAC 11.43 3.7
American International Group Inc AIG -1.87 3.33
Citigroup Inc C -8.25 3.16
Pentair Ltd PNR 3.63 3.14
Anheuser-Busch Inbev SA ADR BUD 0.12 3.04
Applied Materials, Inc. AMAT 17.19 3.03
Phillips 66 PSX 3.68 2.93
Harley-Davidson Inc HOG -1.06 2.93
MasterCard Incorporated Class A MA -10.32 2.91