Ivy Real Estate Securities Fund

Scorecard
2 / 5 Stars
Lipper
1 1 2 1 5
Zacks Investment Research
3 (Hold)
Standard & Poor's
2 / 5 Stars
TheStreet.com
E+ (Sell)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 0.0 0.0 0.0
Stocks 94.52 0.0 94.52
Bonds 0.52 0.0 0.52
Other 2.48 0.01 2.47
Foreign Bonds 0.0 0.0 0.0
Foreign Stocks 2.2 0.0 2.2
Convertible 0.0 0.0 0.0
Preferred 0.29 0.0 0.29

Updated 12.31.2013

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 12.31.2013

Ticker YTD Return % % Net Assets
Simon Property Group Inc SPG 7.25 10.43
Prologis Inc PLD 10.77 4.66
Public Storage PSA 12.07 4.17
Boston Properties Inc BXP 11.76 4.13
Host Hotels & Resorts Inc HST 1.08 3.61
Ventas Inc VTR 9.62 3.32
Equity Residential EQR 12.82 3.31
AvalonBay Communities Inc AVB 9.12 3.17
HCP Inc HCP 8.03 2.96
General Growth Properties Inc GGP 9.92 2.41