Ivy Value Fund

Scorecard
2 / 5 Stars
Lipper
2 2 4 1 5
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B- (Buy)

Fund Fees

Updated 03.31.2014

Maximum Sales Fees %
Initial
Deferred 5.0

Updated 03.31.2014

Maximum Fees %
Administrative 0.01
Management 0.7
Redemption

Updated 03.31.2014

Actual Fees %
12b-1 1.0
Management 0.7
Net Expense Ratio: Annual Report 2.17
Net Expense Ratio: Prospectus 2.43

Updated 07.03.2014

Total Cost Projections
3-Year $1,058.00
5-Year $1,396.00
10-Year $2,518.00

Purchase Information

Updated 11.25.2013

Minimum Investments
Initial $750.00
Additional
Initial IRA
Additional IRA
Initial AIP $150.00
Additional AIP $50.00

See Also:

Top Ivy Funds Funds