Ivy Value Fund

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

Fund Fees

Updated 09.30.2013

Maximum Sales Fees %
Initial
Deferred

Updated 09.30.2013

Maximum Fees %
Administrative 0.01
Management 0.7
Redemption

Updated 09.30.2013

Actual Fees %
12b-1 0.25
Management 0.7
Net Expense Ratio: Annual Report 1.27
Net Expense Ratio: Prospectus 1.27

Updated 03.05.2014

Total Cost Projections
3-Year $403.00
5-Year $697.00
10-Year $1,534.00

Purchase Information

Updated 07.31.2013

Minimum Investments
Initial $0.00
Additional
Initial IRA
Additional IRA
Initial AIP
Additional AIP