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
D- (Sell)

Fund Fees

Updated 09.30.2013

Maximum Sales Fees %
Initial
Deferred 1.0

Updated 09.30.2013

Maximum Fees %
Administrative 0.01
Management 0.9
Redemption

Updated 09.30.2013

Actual Fees %
12b-1 1.0
Management 0.9
Net Expense Ratio: Annual Report 2.35
Net Expense Ratio: Prospectus 2.29

Updated 03.05.2014

Total Cost Projections
3-Year $736.00
5-Year $1,266.00
10-Year $2,719.00

Purchase Information

Updated 07.31.2013

Minimum Investments
Initial $500.00
Additional
Initial IRA
Additional IRA
Initial AIP $50.00
Additional AIP $25.00