Ivy Small Cap Growth Fund

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

Fund Holdings

The fund invests primarily in U.S. companies. With about 50 companies in its portfolio, it’s a fairly compact fund. Relative to its category, the fund is overweight in micro-cap stocks.

Asset Allocation

% Long % Net
Cash 0.25 0.25
Stocks 94.7 94.7
Bonds 0.11 0.11
Other 3.41 3.41
Foreign Bonds 0.0 0.0
Foreign Stocks 1.53 1.53
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 12.31.2013

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 12.31.2013

Ticker YTD Return % % Net Assets
Ultimate Software Group, Inc. ULTI 6.52 2.86
Demandware Inc DWRE 15.36 2.83
SVB Financial Group SIVB 16.87 2.78
Affiliated Managers Group Inc AMG -13.55 2.54
Westinghouse Air Brake Technologies Corp WAB 6.29 2.49
Vail Resorts, Inc. MTN -8.19 2.35
Portfolio Recovery Associates, Inc. PRAA 1.42 2.1
Jack Henry & Associates, Inc JKHY -2.28 2.09
Incyte Corp Ltd INCY 25.91 2.07
Cepheid CPHD 13.41 2.0