Ivy Small Cap Value Fund

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

Fund Holdings

Asset Allocation

% Long % Net
Cash 0.0 0.0
Stocks 89.73 89.73
Bonds 5.93 5.93
Other 2.3 2.3
Foreign Bonds 0.0 0.0
Foreign Stocks 2.03 2.03
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 03.31.2013

Top 10 Holdings

Performance as of 04.30.2013

Portfolio as of 03.31.2013

Ticker YTD Return % % Net Assets
Mississippi Busn Fin Corp Var Rate --- --- 4.34
McDermott International Inc MDR -6.44 3.12
Visteon Corp. VC 7.71 2.65
GulfMark Offshore, Inc. GLF 19.56 2.6
Argo Group International Holdings Ltd. AGII 25.19 2.59
Cinemark Holdings Inc CNK 19.86 2.59
Dana Holding Corp DAN 6.66 2.56
First Horizon National Corp FHN 3.43 2.39
Endurance Specialty Holdings, Ltd. ENH 25.65 2.36
Lexington Realty Trust LXP 21.53 2.27
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