Ivy Value Fund

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

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 3.13 0.0 3.13
Stocks 89.15 0.21 88.94
Bonds 2.68 0.0 2.68
Other 0.0 0.02 -0.02
Foreign Bonds 0.0 0.0 0.0
Foreign Stocks 5.27 0.0 5.27
Convertible 0.0 0.0 0.0
Preferred 0.0 0.0 0.0

Updated 03.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 03.31.2014

Ticker YTD Return % % Net Assets
Western Digital Corp WDC 13.42 5.04
Citigroup Inc C -8.89 4.38
JPMorgan Chase & Co JPM 0.43 4.32
Xerox Corporation XRX 2.75 4.03
Time Warner Cable Inc TWC 10.66 3.95
LyondellBasell Industries NV LYB 24.34 3.75
Wells Fargo & Co WFC 17.56 3.6
Dow Chemical Co DOW 17.75 3.2
Philip Morris International Inc PM -1.19 3.11
Atlas Pipeline Partners LP APL 2.91 3.05

See Also:

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