Ivy Small Cap Value Fund

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

Fund Holdings

Asset Allocation

% Long % Net
Cash 4.65 4.65
Stocks 88.12 88.12
Bonds 2.9 2.9
Other 1.71 1.71
Foreign Bonds 0.0 0.0
Foreign Stocks 2.62 2.62
Convertible 0.0 0.0
Preferred 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
Saia Inc SAIA 39.56 2.7
Dana Holding Corp DAN 24.16 2.63
Teradyne Inc TER 12.6 2.59
Carmike Cinemas Inc CKEC 25.47 2.53
Armstrong World Industries Inc AWI 0.68 2.4
Atlas Pipeline Partners LP APL 2.91 2.38
LifePoint Hospitals Inc LPNT 19.42 2.11
Toyota Mtr Cr FRN --- --- 2.09
SunCoke Energy Partners LP SXCP 15.37 2.08
Marten Transport Ltd MRTN 10.9 2.04

See Also:

Top Ivy Funds Funds