Ivy Small Cap Value Fund

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

Fund Fees

Updated 09.30.2013

Maximum Sales Fees %
Initial
Deferred 5.0

Updated 09.30.2013

Maximum Fees %
Administrative 0.01
Management 0.85
Redemption

Updated 09.30.2013

Actual Fees %
12b-1 1.0
Management 0.85
Net Expense Ratio: Annual Report 2.78
Net Expense Ratio: Prospectus 2.9

Updated 03.05.2014

Total Cost Projections
3-Year $1,198.00
5-Year $1,628.00
10-Year $2,958.00

Purchase Information

Updated 07.31.2013

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