Data quoted is past performance and current performance may be lower or higher. Past performance is no guarantee of future results. Investment return and principal value of an investment will fluctuate, and shares when redeemed, may be worth more or less than their original cost. Please see most recent month-end performance.
See fact sheet for standardized performance information.
Assumes a hypothetical investment for the life of the class C share, with reinvestment of dividends and capital gains, and does not include the effect of sales charges or taxes.
The Ivy Asset Strategy New Opportunities Fund was launched on May 3, 2010; therefore there is currently no historical performance that can be shown for this fund. This illustration is not intended to represent the performance of the Ivy Asset Strategy New Opportunities Fund.
Citigroup Broad Investment Grade is an unmanaged index comprised of securities that represent the bond market. Citigroup Certificate of Deposit 1-Month is an unmanaged index of certificates of deposits maturing in one month. S&P 500 is an unmanaged index of common stocks. It is not possible to invest directly in an index.
Class A shares from 03/31/05 to 03/31/10
Data quoted is past performance and is no guarantee of future results. Illustration shows quarterly average gains and losses of the Fund's Class A shares and is not intended to represent performance of the Ivy Asset Strategy New Opportunities Fund, excluding sales charges versus the S&P 500 Index. The inception date for Ivy Asset Strategy New Opportunities Fund was 5/3/2010 and therefore has no historical performance. Index results assume reinvestment of dividends and are net of fees, expenses and taxes. The maximum sales charge is 5.75 percent. If the sales charge was reflected, the performance would be lower. The S&P 500 is an unmanaged index of common stocks. An investment cannot be made directly in any index.