Ivy Asset Strategy Fund

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

Fund Fees

Updated 09.30.2013

Maximum Sales Fees %
Initial
Deferred

Updated 09.30.2013

Maximum Fees %
Administrative 0.01
Management 0.7
Redemption

Updated 09.30.2013

Actual Fees %
12b-1 0.0
Management 0.56
Net Expense Ratio: Annual Report 0.74
Net Expense Ratio: Prospectus 0.74

Updated 03.05.2014

Total Cost Projections
3-Year $237.00
5-Year $411.00
10-Year $918.00

Purchase Information

Updated 07.31.2013

Minimum Investments
Initial $0.00
Additional
Initial IRA
Additional IRA
Initial AIP
Additional AIP