Ivy Small Cap Value Fund

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

Fund Holdings

Asset Allocation

% Long % Net
Cash 4.55 4.55
Stocks 89.16 89.16
Bonds 2.43 2.43
Other 1.3 1.3
Foreign Bonds 0.0 0.0
Foreign Stocks 2.56 2.56
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 12.31.2013

Top 10 Holdings

Performance as of 03.31.2014

Portfolio as of 12.31.2013

Ticker YTD Return % % Net Assets
Foster Wheeler AG FWLT -0.15 2.56
Teradyne Inc TER 13.9 2.27
Carmike Cinemas, Inc. CKEC 8.84 2.21
LifePoint Hospitals, Inc. LPNT 5.28 2.19
Argo Group International Holdings Ltd. AGII -0.69 2.14
Visteon Corp. VC 9.21 2.11
Terex Corp TEX 4.91 2.04
Sinclair Broadcast Group, Inc. SBGI -24.04 2.02
Endurance Specialty Holdings, Ltd. ENH -7.89 1.96
Synovus Financial Corp SNV -2.78 1.95