Ivy Science and Technology Fund

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

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 0.51 0.0 0.51
Stocks 76.21 0.0 76.21
Bonds 0.14 0.0 0.14
Other 6.02 0.08 5.94
Foreign Bonds 0.0 0.0 0.0
Foreign Stocks 17.06 0.0 17.06
Convertible 0.14 0.0 0.14
Preferred 0.0 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
Micron Technology, Inc. MU 12.55 8.28
Cree, Inc. CREE -4.88 5.23
Alliance Data Systems Corporation ADS 5.81 4.95
Aspen Technology, Inc. AZPN 11.03 3.85
Acxiom Corporation ACXM 1.19 3.47
Pentair Ltd PNR 3.68 3.08
Vertex Pharmaceuticals VRTX 9.77 3.07
Google, Inc. Class A GOOG 7.32 2.91
Facebook Inc Class A FB 23.35 2.75
Microsoft Corporation MSFT 1.74 2.65

Bond Ratings (%)

Updated 12.31.2013

Sector ISTEX
AAA 100.0
AA 0.0
A 0.0
BBB 0.0
BB 0.0
B 0.0
Below B 0.0
Other 0.0