Ivy Value Fund

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

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 0.77 0.0 0.77
Stocks 89.11 0.0 89.11
Bonds 0.88 0.0 0.88
Other 2.96 0.56 2.39
Foreign Bonds 0.0 0.0 0.0
Foreign Stocks 6.85 0.0 6.85
Convertible 0.0 0.0 0.0
Preferred 0.0 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
Citigroup Inc C -8.25 4.48
Western Digital Corporation WDC 11.85 4.37
Xerox Corporation XRX -5.48 4.15
Time Warner Cable Inc TWC 2.07 4.03
JPMorgan Chase & Co JPM 4.39 3.91
Wells Fargo & Co WFC 10.29 3.38
LyondellBasell Industries NV LYB 11.32 3.2
Comcast Corp Class A CMCSA -3.48 3.09
Atlas Pipeline Partners LP APL -4.17 3.05
Dow Chemical Co DOW 12.79 3.05