Ivy Asset Strategy Fund

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

Fund Fees

Updated 03.31.2014

Maximum Sales Fees %
Initial 5.75
Deferred

Updated 03.31.2014

Maximum Fees %
Administrative 0.01
Management 0.7
Redemption

Updated 03.31.2014

Actual Fees %
12b-1 0.25
Management 0.56
Net Expense Ratio: Annual Report 0.96
Net Expense Ratio: Prospectus 0.98

Updated 07.03.2014

Total Cost Projections
3-Year $869.00
5-Year $1,086.00
10-Year $1,707.00

Purchase Information

Updated 07.31.2013

Minimum Investments
Initial $750.00
Additional
Initial IRA
Additional IRA
Initial AIP $150.00
Additional AIP $50.00

See Also:

Top Ivy Funds Funds