Ivy Funds - Fund Returns & Daily Prices

Fund Returns & Daily Prices ^†

Fund Prices Only

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.
Class A share performance, including sales charges, reflects the maximum applicable front-end sales load of 5.75 percent, except Municipal Bond, and Municipal High Income, which have a 4.25 percent maximum sales load, and Limited-Term Bond, which has a 2.5 percent maximum sales load.

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Prices & YTD Returns			Average Annual Total Returns
NAV as of 7/30/2010			Monthly as of 06/30/2010					Quarterly as of 06/30/2010
Asset Strategy Fund (WASAX)² Inception07/10/2000 Expense Ratio net/gross:1.03%/1.03%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$21.76	$0.03	-2.34%
At NAV			7.95%	2.27%	11.25%	N/A	7.84%	7.95%	11.25%	N/A	7.84%
With Sales Charge			1.74%	0.27%	9.94%	N/A	7.20%	1.74%	9.94%	N/A	7.20%
Asset Strategy New Opportunities (INOAX) Inception05/03/2010 Expense Ratio net/gross:1.50%/2.10%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$10.05	$0.05	N/A
At NAV			N/A	N/A	N/A	N/A	-9.10%	N/A	N/A	N/A	-9.10%
With Sales Charge			N/A	N/A	N/A	N/A	-14.33%	N/A	N/A	N/A	-14.33%
Balanced Fund (IBNAX)⁸ Inception11/16/1987 Expense Ratio net/gross:1.36%/1.36%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$16.30	$0.03	3.57%
At NAV			11.33%	-1.03%	3.35%	0.32%	7.09%	11.33%	3.35%	0.32%	7.09%
With Sales Charge			4.93%	-2.96%	2.13%	-0.28%	6.81%	4.93%	2.13%	-0.28%	6.81%
Bond Fund (IBOAX)³ Inception08/14/1987 Expense Ratio net/gross:1.25%/1.25%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$10.14	$0.02	6.88%
At NAV			14.68%	3.36%	2.92%	5.13%	6.24%	14.68%	2.92%	5.13%	6.24%
With Sales Charge			8.08%	1.34%	1.71%	4.51%	5.96%	8.08%	1.71%	4.51%	5.96%

Prices & YTD Returns			Average Annual Total Returns
NAV as of 7/30/2010			Monthly as of 06/30/2010					Quarterly as of 06/30/2010
Capital Appreciation Fund (WMEAX)² Inception06/30/2000 Expense Ratio net/gross:1.31%/1.31%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$8.01	$0.00	-3.38%
At NAV			7.86%	-11.52%	-1.99%	-2.82%	-2.81%	7.86%	-1.99%	-2.82%	-2.81%
With Sales Charge			1.66%	-13.25%	-3.14%	-3.39%	-3.39%	1.66%	-3.14%	-3.39%	-3.39%
Core Equity Fund (WCEAX)¹ Inception07/03/2000 Expense Ratio net/gross:1.46%/1.46%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$8.55	$0.00	2.64%
At NAV			15.49%	-6.93%	1.07%	N/A	-1.33%	15.49%	1.07%	N/A	-1.33%
With Sales Charge			8.85%	-8.75%	-0.12%	N/A	-1.91%	8.85%	-0.12%	N/A	-1.91%
Cundill Global Value Fund (ICDAX)² Inception09/04/2001 Expense Ratio net/gross:1.81%/1.81%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$11.98	$0.00	-1.56%
At NAV			11.37%	-9.63%	-0.03%	N/A	4.16%	11.37%	-0.03%	N/A	4.16%
With Sales Charge			4.97%	-11.39%	-1.21%	N/A	3.46%	4.97%	-1.21%	N/A	3.46%
Dividend Opportunities Fund (IVDAX) Inception06/30/2003 Expense Ratio net/gross:1.40%/1.40%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$12.90	$0.02	-1.42%
At NAV			5.40%	-9.85%	0.34%	N/A	3.69%	5.40%	0.34%	N/A	3.69%
With Sales Charge			-0.66%	-11.61%	-0.84%	N/A	2.82%	-0.66%	-0.84%	N/A	2.82%

Prices & YTD Returns			Average Annual Total Returns
NAV as of 7/30/2010			Monthly as of 06/30/2010					Quarterly as of 06/30/2010
Energy Fund (IEYAX)² Inception04/03/2006 Expense Ratio net/gross:1.60%/1.91%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$10.56	-$0.01	-3.65%
At NAV			7.48%	-6.87%	N/A	N/A	-0.85%	7.48%	N/A	N/A	-0.85%
With Sales Charge			1.30%	-8.69%	N/A	N/A	-2.22%	1.30%	N/A	N/A	-2.22%
European Opportunities Fund (IEOAX)² Inception05/04/1999 Expense Ratio net/gross:1.84%/1.84%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$20.41	-$0.14	-6.46%
At NAV			3.47%	-17.84%	-1.81%	1.06%	15.01%	3.47%	-1.81%	1.06%	15.01%
With Sales Charge			-2.48%	-19.45%	-2.97%	0.46%	14.40%	-2.48%	-2.97%	0.46%	14.40%
Global Bond Fund (IVSAX)² Inception04/04/2008 Expense Ratio net/gross:0.99%/1.56%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$10.40	$0.01	4.53%
At NAV			8.62%	N/A	N/A	N/A	4.22%	8.62%	N/A	N/A	4.22%
With Sales Charge			2.38%	N/A	N/A	N/A	1.50%	2.38%	N/A	N/A	1.50%
Global Natural Resources Fund (IGNAX)² Inception01/02/1997 Expense Ratio net/gross:1.40%/1.40%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$16.37	-$0.01	-11.47%
At NAV			4.72%	-13.04%	4.22%	11.70%	9.56%	4.72%	4.22%	11.70%	9.56%
With Sales Charge			-1.30%	-14.74%	2.99%	11.04%	9.08%	-1.30%	2.99%	11.04%	9.08%

Prices & YTD Returns			Average Annual Total Returns
NAV as of 7/30/2010			Monthly as of 06/30/2010					Quarterly as of 06/30/2010
High Income Fund (WHIAX)¹ Inception07/03/2000 Expense Ratio net/gross:1.34%/1.34%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$8.31	$0.00	6.55%
At NAV			20.92%	6.72%	7.48%	N/A	7.16%	20.92%	7.48%	N/A	7.16%
With Sales Charge			13.96%	4.63%	6.21%	N/A	6.52%	13.96%	6.21%	N/A	6.52%
International Balanced Fund (IVBAX)⁵ Inception09/16/1994 Expense Ratio net/gross:1.46%/1.46%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$13.48	-$0.02	-0.15%
At NAV			9.40%	-6.43%	2.32%	4.66%	6.14%	9.40%	2.32%	4.66%	6.14%
With Sales Charge			3.11%	-8.26%	1.12%	4.04%	5.74%	3.11%	1.12%	4.04%	5.74%
International Core Equity Fund (IVIAX) Inception05/13/1997 Expense Ratio net/gross:1.64%/1.64%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$14.43	-$0.06	-2.17%
At NAV			7.94%	-7.73%	6.01%	3.27%	3.73%	7.94%	6.01%	3.27%	3.73%
With Sales Charge			1.74%	-9.53%	4.76%	2.66%	3.26%	1.74%	4.76%	2.66%	3.26%
International Growth Fund (IVINX)² Inception04/30/1986 Expense Ratio net/gross:1.57%/1.57%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$27.72	-$0.15	-2.74%
At NAV			7.74%	-11.21%	2.56%	-1.51%	7.36%	7.74%	2.56%	-1.51%	7.36%
With Sales Charge			1.54%	-12.94%	1.36%	-2.09%	7.10%	1.54%	1.36%	-2.09%	7.10%

Prices & YTD Returns			Average Annual Total Returns
NAV as of 7/30/2010			Monthly as of 06/30/2010					Quarterly as of 06/30/2010
Large Cap Growth Fund (WLGAX)² Inception06/30/2000 Expense Ratio net/gross:1.15%/1.34%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$11.23	$0.02	-1.49%
At NAV			8.21%	-5.47%	0.99%	0.65%	0.65%	8.21%	0.99%	0.65%	0.65%
With Sales Charge			1.99%	-7.31%	-0.20%	0.06%	0.06%	1.99%	-0.20%	0.06%	0.06%
Limited-Term Bond Fund (WLTAX)¹ Inception08/17/2000 Expense Ratio net/gross:1.06%/1.06%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$11.23	$0.01	3.55%
At NAV			5.95%	6.99%	5.11%	N/A	4.87%	5.95%	5.11%	N/A	4.87%
With Sales Charge			3.30%	6.09%	4.58%	N/A	4.60%	3.30%	4.58%	N/A	4.60%
Managed European/Pacific Fund (IVMAX) Inception04/02/2007 Expense Ratio net/gross:1.98%/1.98%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$7.78	-$0.01	-0.89%
At NAV			10.89%	-8.35%	N/A	N/A	-4.86%	10.89%	N/A	N/A	-4.86%
With Sales Charge			4.52%	-10.14%	N/A	N/A	-6.58%	4.52%	N/A	N/A	-6.58%
Managed International Opportunities Fund (IVTAX) Inception04/02/2007 Expense Ratio net/gross:1.76%/1.76%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$8.25	-$0.02	-1.90%
At NAV			8.88%	-7.80%	N/A	N/A	-5.14%	8.88%	N/A	N/A	-5.14%
With Sales Charge			2.62%	-9.60%	N/A	N/A	-6.85%	2.62%	N/A	N/A	-6.85%

Prices & YTD Returns			Average Annual Total Returns
NAV as of 7/30/2010			Monthly as of 06/30/2010					Quarterly as of 06/30/2010
Micro Cap Growth (IGWAX) Inception02/15/2009 Expense Ratio net/gross:1.95%/2.55%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$15.24	$0.09	7.70%
At NAV			19.61%	N/A	N/A	N/A	33.65%	19.61%	N/A	N/A	33.65%
With Sales Charge			12.73%	N/A	N/A	N/A	27.97%	12.73%	N/A	N/A	27.97%
Mid Cap Growth Fund (WMGAX)² Inception06/30/2000 Expense Ratio net/gross:1.65%/1.78%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$13.89	$0.03	5.79%
At NAV			24.31%	-2.41%	4.43%	3.08%	3.08%	24.31%	4.43%	3.08%	3.08%
With Sales Charge			17.16%	-4.32%	3.20%	2.47%	2.47%	17.16%	3.20%	2.47%	2.47%
Money Market Fund (WRAXX) Inception06/30/2000 Expense Ratio net/gross:0.73%/0.73%
Price	7-Day Yield	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$1.00	0.02%	0.02%
At NAV			0.27%	1.73%	2.62%	2.31%	2.31%	0.27%	2.62%	2.31%	2.31%
With Sales Charge			0.27%	1.73%	2.62%	2.31%	2.31%	0.27%	2.62%	2.31%	2.31%
An investment in Money Market Fund is neither insured nor guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. Although this fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in this fund.
Mortgage Securities Fund (IYMAX)⁶ Inception05/03/1985 Expense Ratio net/gross:1.29%/1.29%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$8.49	$0.00	6.12%
At NAV			13.38%	-2.10%	-0.10%	3.50%	6.41%	13.38%	-0.10%	3.50%	6.41%
With Sales Charge			6.86%	-4.01%	-1.28%	2.89%	6.16%	6.86%	-1.28%	2.89%	6.16%

Prices & YTD Returns			Average Annual Total Returns
NAV as of 7/30/2010			Monthly as of 06/30/2010					Quarterly as of 06/30/2010
Municipal Bond Fund (WMBAX)¹ Inception09/15/2000 Expense Ratio net/gross:1.24%/1.24%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$11.41	$0.01	5.09%
At NAV			11.16%	4.90%	3.84%	N/A	4.85%	11.16%	3.84%	N/A	4.85%
With Sales Charge			6.44%	3.40%	2.94%	N/A	4.39%	6.44%	2.94%	N/A	4.39%
Municipal High Income (IYIAX) Inception05/18/2009 Expense Ratio net/gross:1.24%/2.57%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$4.98	$0.00	7.95%
At NAV			21.05%	N/A	N/A	N/A	21.30%	21.05%	N/A	N/A	21.30%
With Sales Charge			15.90%	N/A	N/A	N/A	16.67%	15.90%	N/A	N/A	16.67%
Pacific Opportunities Fund (IPOAX)² Inception10/25/1993 Expense Ratio net/gross:1.92%/1.92%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$14.97	-$0.01	0.47%
At NAV			13.10%	-1.03%	12.40%	7.95%	4.53%	13.10%	12.40%	7.95%	4.53%
With Sales Charge			6.59%	-2.96%	11.08%	7.32%	4.16%	6.59%	11.08%	7.32%	4.16%
Real Estate Securities Fund (IRSAX)⁷ Inception02/25/1999 Expense Ratio net/gross:1.93%/1.93%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$16.65	$0.08	15.05%
At NAV			48.30%	-9.60%	-1.23%	9.31%	9.29%	48.30%	-1.23%	9.31%	9.29%
With Sales Charge			39.78%	-11.37%	-2.39%	8.67%	8.72%	39.78%	-2.39%	8.67%	8.72%

Prices & YTD Returns			Average Annual Total Returns
NAV as of 7/30/2010			Monthly as of 06/30/2010					Quarterly as of 06/30/2010
Science and Technology Fund (WSTAX)¹ Inception07/03/2000 Expense Ratio net/gross:1.50%/1.50%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$28.15	$0.10	-2.26%
At NAV			10.24%	0.13%	6.52%	N/A	1.71%	10.24%	6.52%	N/A	1.71%
With Sales Charge			3.90%	-1.83%	5.26%	N/A	1.11%	3.90%	5.26%	N/A	1.11%
Small Cap Growth Fund (WSGAX)¹ Inception07/03/2000 Expense Ratio net/gross:1.71%/1.71%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$11.48	$0.03	11.24%
At NAV			28.76%	-3.06%	2.55%	N/A	1.33%	28.76%	2.55%	N/A	1.33%
With Sales Charge			21.36%	-4.96%	1.34%	N/A	0.74%	21.36%	1.34%	N/A	0.74%
Small Cap Value Fund (IYSAX)^2,9 Inception01/31/1997 Expense Ratio net/gross:1.93%/1.93%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$14.34	$0.03	4.82%
At NAV			18.98%	-5.59%	1.11%	7.64%	7.28%	18.98%	1.11%	7.64%	7.28%
With Sales Charge			12.13%	-7.44%	-0.08%	7.00%	6.81%	12.13%	-0.08%	7.00%	6.81%
Tax Managed Equity Fund (IYEAX)² Inception05/18/2009 Expense Ratio net/gross:2.47%/4.04%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$10.04	$0.01	-3.56%
At NAV			4.91%	N/A	N/A	N/A	8.16%	4.91%	N/A	N/A	8.16%
With Sales Charge			-1.13%	N/A	N/A	N/A	2.58%	-1.13%	N/A	N/A	2.58%

Prices & YTD Returns			Average Annual Total Returns
NAV as of 7/30/2010			Monthly as of 06/30/2010					Quarterly as of 06/30/2010
Value Fund (IYVAX)⁴ Inception09/16/1994 Expense Ratio net/gross:1.79%/1.79%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$14.81	$0.05	2.70%
At NAV			19.28%	-9.18%	-0.75%	1.08%	4.86%	19.28%	-0.75%	1.08%	4.86%
With Sales Charge			12.42%	-10.95%	-1.92%	0.48%	4.47%	12.42%	-1.92%	0.48%	4.47%

Specialty Funds
Prices & YTD Returns			Average Annual Total Returns
NAV as of 7/30/2010			Monthly as of 06/30/2010					Quarterly as of 06/30/2010
Asset Strategy Fund (WASAX) ² Inception 07/10/2000 Expense Ratio net/gross: 1.03% /1.03%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$21.76	$0.03	-2.34%
At NAV			7.95%	2.27%	11.25%	N/A	7.84%	7.95%	11.25%	N/A	7.84%
With Sales Charge			1.74%	0.27%	9.94%	N/A	7.20%	1.74%	9.94%	N/A	7.20%
Asset Strategy New Opportunities (INOAX) Inception 05/03/2010 Expense Ratio net/gross: 1.50% /2.10%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$10.05	$0.05	N/A
At NAV			N/A	N/A	N/A	N/A	-9.10%	N/A	N/A	N/A	-9.10%
With Sales Charge			N/A	N/A	N/A	N/A	-14.33%	N/A	N/A	N/A	-14.33%
Balanced Fund (IBNAX) ⁸ Inception 11/16/1987 Expense Ratio net/gross: 1.36% /1.36%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$16.30	$0.03	3.57%
At NAV			11.33%	-1.03%	3.35%	0.32%	7.09%	11.33%	3.35%	0.32%	7.09%
With Sales Charge			4.93%	-2.96%	2.13%	-0.28%	6.81%	4.93%	2.13%	-0.28%	6.81%
Energy Fund (IEYAX) ² Inception 04/03/2006 Expense Ratio net/gross: 1.60% /1.91%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$10.56	-$0.01	-3.65%
At NAV			7.48%	-6.87%	N/A	N/A	-0.85%	7.48%	N/A	N/A	-0.85%
With Sales Charge			1.30%	-8.69%	N/A	N/A	-2.22%	1.30%	N/A	N/A	-2.22%

Prices & YTD Returns			Average Annual Total Returns
NAV as of 7/30/2010			Monthly as of 06/30/2010					Quarterly as of 06/30/2010
Global Natural Resources Fund (IGNAX) ² Inception 01/02/1997 Expense Ratio net/gross: 1.40% /1.40%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$16.37	-$0.01	-11.47%
At NAV			4.72%	-13.04%	4.22%	11.70%	9.56%	4.72%	4.22%	11.70%	9.56%
With Sales Charge			-1.30%	-14.74%	2.99%	11.04%	9.08%	-1.30%	2.99%	11.04%	9.08%
Real Estate Securities Fund (IRSAX) ⁷ Inception 02/25/1999 Expense Ratio net/gross: 1.93% /1.93%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$16.65	$0.08	15.05%
At NAV			48.30%	-9.60%	-1.23%	9.31%	9.29%	48.30%	-1.23%	9.31%	9.29%
With Sales Charge			39.78%	-11.37%	-2.39%	8.67%	8.72%	39.78%	-2.39%	8.67%	8.72%
Science and Technology Fund (WSTAX) ¹ Inception 07/03/2000 Expense Ratio net/gross: 1.50% /1.50%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$28.15	$0.10	-2.26%
At NAV			10.24%	0.13%	6.52%	N/A	1.71%	10.24%	6.52%	N/A	1.71%
With Sales Charge			3.90%	-1.83%	5.26%	N/A	1.11%	3.90%	5.26%	N/A	1.11%

Domestic Equity Funds
Prices & YTD Returns			Average Annual Total Returns
NAV as of 7/30/2010			Monthly as of 06/30/2010					Quarterly as of 06/30/2010
Capital Appreciation Fund (WMEAX) ² Inception 06/30/2000 Expense Ratio net/gross: 1.31% /1.31%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$8.01	$0.00	-3.38%
At NAV			7.86%	-11.52%	-1.99%	-2.82%	-2.81%	7.86%	-1.99%	-2.82%	-2.81%
With Sales Charge			1.66%	-13.25%	-3.14%	-3.39%	-3.39%	1.66%	-3.14%	-3.39%	-3.39%
Core Equity Fund (WCEAX) ¹ Inception 07/03/2000 Expense Ratio net/gross: 1.46% /1.46%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$8.55	$0.00	2.64%
At NAV			15.49%	-6.93%	1.07%	N/A	-1.33%	15.49%	1.07%	N/A	-1.33%
With Sales Charge			8.85%	-8.75%	-0.12%	N/A	-1.91%	8.85%	-0.12%	N/A	-1.91%
Dividend Opportunities Fund (IVDAX) Inception 06/30/2003 Expense Ratio net/gross: 1.40% /1.40%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$12.90	$0.02	-1.42%
At NAV			5.40%	-9.85%	0.34%	N/A	3.69%	5.40%	0.34%	N/A	3.69%
With Sales Charge			-0.66%	-11.61%	-0.84%	N/A	2.82%	-0.66%	-0.84%	N/A	2.82%
Large Cap Growth Fund (WLGAX) ² Inception 06/30/2000 Expense Ratio net/gross: 1.15% /1.34%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$11.23	$0.02	-1.49%
At NAV			8.21%	-5.47%	0.99%	0.65%	0.65%	8.21%	0.99%	0.65%	0.65%
With Sales Charge			1.99%	-7.31%	-0.20%	0.06%	0.06%	1.99%	-0.20%	0.06%	0.06%

Prices & YTD Returns			Average Annual Total Returns
NAV as of 7/30/2010			Monthly as of 06/30/2010					Quarterly as of 06/30/2010
Micro Cap Growth (IGWAX) Inception 02/15/2009 Expense Ratio net/gross: 1.95% /2.55%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$15.24	$0.09	7.70%
At NAV			19.61%	N/A	N/A	N/A	33.65%	19.61%	N/A	N/A	33.65%
With Sales Charge			12.73%	N/A	N/A	N/A	27.97%	12.73%	N/A	N/A	27.97%
Mid Cap Growth Fund (WMGAX) ² Inception 06/30/2000 Expense Ratio net/gross: 1.65% /1.78%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$13.89	$0.03	5.79%
At NAV			24.31%	-2.41%	4.43%	3.08%	3.08%	24.31%	4.43%	3.08%	3.08%
With Sales Charge			17.16%	-4.32%	3.20%	2.47%	2.47%	17.16%	3.20%	2.47%	2.47%
Small Cap Growth Fund (WSGAX) ¹ Inception 07/03/2000 Expense Ratio net/gross: 1.71% /1.71%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$11.48	$0.03	11.24%
At NAV			28.76%	-3.06%	2.55%	N/A	1.33%	28.76%	2.55%	N/A	1.33%
With Sales Charge			21.36%	-4.96%	1.34%	N/A	0.74%	21.36%	1.34%	N/A	0.74%
Small Cap Value Fund (IYSAX) ^2,9 Inception 01/31/1997 Expense Ratio net/gross: 1.93% /1.93%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$14.34	$0.03	4.82%
At NAV			18.98%	-5.59%	1.11%	7.64%	7.28%	18.98%	1.11%	7.64%	7.28%
With Sales Charge			12.13%	-7.44%	-0.08%	7.00%	6.81%	12.13%	-0.08%	7.00%	6.81%

Prices & YTD Returns			Average Annual Total Returns
NAV as of 7/30/2010			Monthly as of 06/30/2010					Quarterly as of 06/30/2010
Value Fund (IYVAX) ⁴ Inception 09/16/1994 Expense Ratio net/gross: 1.79% /1.79%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$14.81	$0.05	2.70%
At NAV			19.28%	-9.18%	-0.75%	1.08%	4.86%	19.28%	-0.75%	1.08%	4.86%
With Sales Charge			12.42%	-10.95%	-1.92%	0.48%	4.47%	12.42%	-1.92%	0.48%	4.47%

Tax-Managed Funds
Prices & YTD Returns			Average Annual Total Returns
NAV as of 7/30/2010			Monthly as of 06/30/2010					Quarterly as of 06/30/2010
Tax Managed Equity Fund (IYEAX) ² Inception 05/18/2009 Expense Ratio net/gross: 2.47% /4.04%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$10.04	$0.01	-3.56%
At NAV			4.91%	N/A	N/A	N/A	8.16%	4.91%	N/A	N/A	8.16%
With Sales Charge			-1.13%	N/A	N/A	N/A	2.58%	-1.13%	N/A	N/A	2.58%

Global/International
Prices & YTD Returns			Average Annual Total Returns
NAV as of 7/30/2010			Monthly as of 06/30/2010					Quarterly as of 06/30/2010
Cundill Global Value Fund (ICDAX) ² Inception 09/04/2001 Expense Ratio net/gross: 1.81% /1.81%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$11.98	$0.00	-1.56%
At NAV			11.37%	-9.63%	-0.03%	N/A	4.16%	11.37%	-0.03%	N/A	4.16%
With Sales Charge			4.97%	-11.39%	-1.21%	N/A	3.46%	4.97%	-1.21%	N/A	3.46%
European Opportunities Fund (IEOAX) ² Inception 05/04/1999 Expense Ratio net/gross: 1.84% /1.84%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$20.41	-$0.14	-6.46%
At NAV			3.47%	-17.84%	-1.81%	1.06%	15.01%	3.47%	-1.81%	1.06%	15.01%
With Sales Charge			-2.48%	-19.45%	-2.97%	0.46%	14.40%	-2.48%	-2.97%	0.46%	14.40%
International Balanced Fund (IVBAX) ⁵ Inception 09/16/1994 Expense Ratio net/gross: 1.46% /1.46%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$13.48	-$0.02	-0.15%
At NAV			9.40%	-6.43%	2.32%	4.66%	6.14%	9.40%	2.32%	4.66%	6.14%
With Sales Charge			3.11%	-8.26%	1.12%	4.04%	5.74%	3.11%	1.12%	4.04%	5.74%
International Core Equity Fund (IVIAX) Inception 05/13/1997 Expense Ratio net/gross: 1.64% /1.64%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$14.43	-$0.06	-2.17%
At NAV			7.94%	-7.73%	6.01%	3.27%	3.73%	7.94%	6.01%	3.27%	3.73%
With Sales Charge			1.74%	-9.53%	4.76%	2.66%	3.26%	1.74%	4.76%	2.66%	3.26%

Prices & YTD Returns			Average Annual Total Returns
NAV as of 7/30/2010			Monthly as of 06/30/2010					Quarterly as of 06/30/2010
International Growth Fund (IVINX) ² Inception 04/30/1986 Expense Ratio net/gross: 1.57% /1.57%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$27.72	-$0.15	-2.74%
At NAV			7.74%	-11.21%	2.56%	-1.51%	7.36%	7.74%	2.56%	-1.51%	7.36%
With Sales Charge			1.54%	-12.94%	1.36%	-2.09%	7.10%	1.54%	1.36%	-2.09%	7.10%
Managed European/Pacific Fund (IVMAX) Inception 04/02/2007 Expense Ratio net/gross: 1.98% /1.98%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$7.78	-$0.01	-0.89%
At NAV			10.89%	-8.35%	N/A	N/A	-4.86%	10.89%	N/A	N/A	-4.86%
With Sales Charge			4.52%	-10.14%	N/A	N/A	-6.58%	4.52%	N/A	N/A	-6.58%
Managed International Opportunities Fund (IVTAX) Inception 04/02/2007 Expense Ratio net/gross: 1.76% /1.76%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$8.25	-$0.02	-1.90%
At NAV			8.88%	-7.80%	N/A	N/A	-5.14%	8.88%	N/A	N/A	-5.14%
With Sales Charge			2.62%	-9.60%	N/A	N/A	-6.85%	2.62%	N/A	N/A	-6.85%
Pacific Opportunities Fund (IPOAX) ² Inception 10/25/1993 Expense Ratio net/gross: 1.92% /1.92%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$14.97	-$0.01	0.47%
At NAV			13.10%	-1.03%	12.40%	7.95%	4.53%	13.10%	12.40%	7.95%	4.53%
With Sales Charge			6.59%	-2.96%	11.08%	7.32%	4.16%	6.59%	11.08%	7.32%	4.16%

Fixed Income Funds
Prices & YTD Returns			Average Annual Total Returns
NAV as of 7/30/2010			Monthly as of 06/30/2010					Quarterly as of 06/30/2010
Bond Fund (IBOAX) ³ Inception 08/14/1987 Expense Ratio net/gross: 1.25% /1.25%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$10.14	$0.02	6.88%
At NAV			14.68%	3.36%	2.92%	5.13%	6.24%	14.68%	2.92%	5.13%	6.24%
With Sales Charge			8.08%	1.34%	1.71%	4.51%	5.96%	8.08%	1.71%	4.51%	5.96%
Global Bond Fund (IVSAX) ² Inception 04/04/2008 Expense Ratio net/gross: 0.99% /1.56%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$10.40	$0.01	4.53%
At NAV			8.62%	N/A	N/A	N/A	4.22%	8.62%	N/A	N/A	4.22%
With Sales Charge			2.38%	N/A	N/A	N/A	1.50%	2.38%	N/A	N/A	1.50%
High Income Fund (WHIAX) ¹ Inception 07/03/2000 Expense Ratio net/gross: 1.34% /1.34%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$8.31	$0.00	6.55%
At NAV			20.92%	6.72%	7.48%	N/A	7.16%	20.92%	7.48%	N/A	7.16%
With Sales Charge			13.96%	4.63%	6.21%	N/A	6.52%	13.96%	6.21%	N/A	6.52%
Limited-Term Bond Fund (WLTAX) ¹ Inception 08/17/2000 Expense Ratio net/gross: 1.06% /1.06%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$11.23	$0.01	3.55%
At NAV			5.95%	6.99%	5.11%	N/A	4.87%	5.95%	5.11%	N/A	4.87%
With Sales Charge			3.30%	6.09%	4.58%	N/A	4.60%	3.30%	4.58%	N/A	4.60%

Prices & YTD Returns			Average Annual Total Returns
NAV as of 7/30/2010			Monthly as of 06/30/2010					Quarterly as of 06/30/2010
Mortgage Securities Fund (IYMAX) ⁶ Inception 05/03/1985 Expense Ratio net/gross: 1.29% /1.29%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$8.49	$0.00	6.12%
At NAV			13.38%	-2.10%	-0.10%	3.50%	6.41%	13.38%	-0.10%	3.50%	6.41%
With Sales Charge			6.86%	-4.01%	-1.28%	2.89%	6.16%	6.86%	-1.28%	2.89%	6.16%
Municipal Bond Fund (WMBAX) ¹ Inception 09/15/2000 Expense Ratio net/gross: 1.24% /1.24%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$11.41	$0.01	5.09%
At NAV			11.16%	4.90%	3.84%	N/A	4.85%	11.16%	3.84%	N/A	4.85%
With Sales Charge			6.44%	3.40%	2.94%	N/A	4.39%	6.44%	2.94%	N/A	4.39%
Municipal High Income (IYIAX) Inception 05/18/2009 Expense Ratio net/gross: 1.24% /2.57%
Price	Change	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$4.98	$0.00	7.95%
At NAV			21.05%	N/A	N/A	N/A	21.30%	21.05%	N/A	N/A	21.30%
With Sales Charge			15.90%	N/A	N/A	N/A	16.67%	15.90%	N/A	N/A	16.67%

Money Market Funds
Prices & YTD Returns			Average Annual Total Returns
NAV as of 7/30/2010			Monthly as of 06/30/2010					Quarterly as of 06/30/2010
Money Market Fund (WRAXX) Inception 06/30/2000 Expense Ratio net/gross: 0.73% /0.73%
Price	7-Day Yield	YTD	1yr	3yr	5yr	10yr	Life	1yr	5yr	10yr	Life
$1.00	0.02%	0.02%
At NAV			0.27%	1.73%	2.62%	2.31%	2.31%	0.27%	2.62%	2.31%	2.31%
With Sales Charge			0.27%	1.73%	2.62%	2.31%	2.31%	0.27%	2.62%	2.31%	2.31%
An investment in Money Market Fund is neither insured nor guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. Although this fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in this fund.

^†	Per share values based on closing quotes unless noted, as supplied to the NASDAQ by 6:00 p.m. Eastern time. Ivy Funds Class A and Class E shares are subject to distribution and service fees of up to 0.25% of the average daily net assets, annually, pursuant to SEC Rule 12b-1. Class B and Class C shares are subject to distribution and service fees of up to 1.00% of the average daily net assets, annually, pursuant to SEC Rule 12b-1. Ivy Funds Class I and Class R shares are generally only available to employee benefit plans including but not limited to, 401(k) plans, 457 plans, employer sponsored 403(b) plans, profit sharing and money purchase pension plans, defined benefit plans and non-qualified deferred compensation plans. The 7-Day Current Yield represents past performance and future yields will vary. Principal is not guaranteed. The current yield is calculated based on the income generated by an investment in the fund over a seven-day period and is expressed as an annual percentage rate. The yield quotation more closely reflects the current earnings of the fund than the total return quotation.

^†

Per share values based on closing quotes unless noted, as supplied to the NASDAQ by 6:00 p.m. Eastern time. Ivy Funds Class A and Class E shares are subject to distribution and service fees of up to 0.25% of the average daily net assets, annually, pursuant to SEC Rule 12b-1. Class B and Class C shares are subject to distribution and service fees of up to 1.00% of the average daily net assets, annually, pursuant to SEC Rule 12b-1. Ivy Funds Class I and Class R shares are generally only available to employee benefit plans including but not limited to, 401(k) plans, 457 plans, employer sponsored 403(b) plans, profit sharing and money purchase pension plans, defined benefit plans and non-qualified deferred compensation plans.

The 7-Day Current Yield represents past performance and future yields will vary. Principal is not guaranteed. The current yield is calculated based on the income generated by an investment in the fund over a seven-day period and is expressed as an annual percentage rate. The yield quotation more closely reflects the current earnings of the fund than the total return quotation.

^†	1. Performance results include the effect of a voluntary fee waiver in effect through September 16, 2016. If those arrangements had not been in place, the performance results would have been lower. 2. For Waddell & Reed Advisors Global Bond Fund, performance data represents periods prior to changes in the fund's name, strategies and policies (effective 9/18/00) during which the fund sought to achieve its goals by investing primarily in junk bonds, with minimal investments in foreign securities. Accordingly, the performance information for periods prior to that date reflects the operation of the Fund under its former investment strategies and related policies.

^†

1. Performance results include the effect of a voluntary fee waiver in effect through September 16, 2016. If those arrangements had not been in place, the performance results would have been lower.

2. For Waddell & Reed Advisors Global Bond Fund, performance data represents periods prior to changes in the fund's name, strategies and policies (effective 9/18/00) during which the fund sought to achieve its goals by investing primarily in junk bonds, with minimal investments in foreign securities. Accordingly, the performance information for periods prior to that date reflects the operation of the Fund under its former investment strategies and related policies.

For Class C shares, performance prior to 3/24/00 is based on the fund's original Class B shares, which were combined with Class C Shares, effective 3/24/00, and redesignated as Class C shares. New Class B shares with fees and expenses different than the original Class B shares were added to Ivy Funds on 6/30/00. Performance results include the effect of expense reduction arrangements. If those arrangements had not been in place, the performance results would have been lower. The Advantus Bond Fund merged into the Ivy Bond Fund on 12/8/03. The performance shown for periods prior to this date is that of the Advantus Bond Fund Class A shares, restated to reflect current sales charges applicable to Ivy Bond Fund Class A shares. Performance has not been restated to reflect the fees and expenses applicable to the Ivy Bond Fund. If these expenses were reflected, performance shown would differ. The Advantus Cornerstone Fund merged into the Ivy Value Fund on 12/8/03. The performance shown for periods prior to this date is that of the Advantus Cornerstone Fund Class A shares, restated to reflect current sales charges applicable to Ivy Value Fund Class A shares. Performance has not been restated to reflect the fees and expenses applicable to the Ivy Value Fund. If these expenses were reflected, performance shown would differ. The Advantus International Balanced Fund merged into the Ivy International Balanced Fund on 12/8/03. The performance shown for periods prior to this date is that of the Advantus International Balanced Fund Class A shares, restated to reflect current sales charges applicable to Ivy International Balanced Fund Class A shares. Performance has not been restated to reflect the fees and expenses applicable to the Ivy International Balanced Fund. If these expenses were reflected, performance shown would differ. The Advantus Mortgage Securities Fund merged into the Ivy Mortgage Securities Fund on 12/8/03. The performance shown for periods prior to this date is that of the Advantus Mortgage Securities Fund Class A shares, restated to reflect current sales charges applicable to Ivy Mortgage Securities Fund Class A shares. Performance has not been restated to reflect the fees and expenses applicable to the Ivy Mortgage Securities Fund. If these expenses were reflected, performance shown would differ. The Advantus Real Estate Securities Fund merged into the Ivy Real Estate Securities Fund on 12/8/03. The performance shown for periods prior to this date is that of the Advantus Real Estate Securities Fund Class A shares, restated to reflect current sales charges applicable to Ivy Real Estate Securities Fund Class A shares. Performance has not been restated to reflect the fees and expenses applicable to the Ivy Real Estate Securities Fund. If these expenses were reflected, performance shown would differ. The Advantus Spectrum Fund merged into the Ivy Balanced Fund on 12/8/03. The performance shown for periods prior to this date is that of the Advantus Spectrum Fund Class A shares, restated to reflect current sales charges applicable to Ivy Balanced Fund Class A shares. Performance has not been restated to reflect the fees and expenses applicable to the Ivy Balanced Fund. If these expenses were reflected, performance shown would differ. The Advantus Venture Fund merged into the Ivy Small Cap Value Fund on 12/8/03. The performance shown for periods prior to this date is that of the Advantus Venture Fund Class A shares, restated to reflect current sales charges applicable to Ivy Small Cap Value Fund Class A shares. Performance has not been restated to reflect the fees and expenses applicable to the Ivy Small Cap Value Fund. If these expenses were reflected, performance shown would differ.

For Class C shares, performance prior to 3/24/00 is based on the fund's original Class B shares, which were combined with Class C Shares, effective 3/24/00, and redesignated as Class C shares. New Class B shares with fees and expenses different than the original Class B shares were added to Ivy Funds on 6/30/00.
Performance results include the effect of expense reduction arrangements. If those arrangements had not been in place, the performance results would have been lower.
The Advantus Bond Fund merged into the Ivy Bond Fund on 12/8/03. The performance shown for periods prior to this date is that of the Advantus Bond Fund Class A shares, restated to reflect current sales charges applicable to Ivy Bond Fund Class A shares. Performance has not been restated to reflect the fees and expenses applicable to the Ivy Bond Fund. If these expenses were reflected, performance shown would differ.
The Advantus Cornerstone Fund merged into the Ivy Value Fund on 12/8/03. The performance shown for periods prior to this date is that of the Advantus Cornerstone Fund Class A shares, restated to reflect current sales charges applicable to Ivy Value Fund Class A shares. Performance has not been restated to reflect the fees and expenses applicable to the Ivy Value Fund. If these expenses were reflected, performance shown would differ.
The Advantus International Balanced Fund merged into the Ivy International Balanced Fund on 12/8/03. The performance shown for periods prior to this date is that of the Advantus International Balanced Fund Class A shares, restated to reflect current sales charges applicable to Ivy International Balanced Fund Class A shares. Performance has not been restated to reflect the fees and expenses applicable to the Ivy International Balanced Fund. If these expenses were reflected, performance shown would differ.
The Advantus Mortgage Securities Fund merged into the Ivy Mortgage Securities Fund on 12/8/03. The performance shown for periods prior to this date is that of the Advantus Mortgage Securities Fund Class A shares, restated to reflect current sales charges applicable to Ivy Mortgage Securities Fund Class A shares. Performance has not been restated to reflect the fees and expenses applicable to the Ivy Mortgage Securities Fund. If these expenses were reflected, performance shown would differ.
The Advantus Real Estate Securities Fund merged into the Ivy Real Estate Securities Fund on 12/8/03. The performance shown for periods prior to this date is that of the Advantus Real Estate Securities Fund Class A shares, restated to reflect current sales charges applicable to Ivy Real Estate Securities Fund Class A shares. Performance has not been restated to reflect the fees and expenses applicable to the Ivy Real Estate Securities Fund. If these expenses were reflected, performance shown would differ.
The Advantus Spectrum Fund merged into the Ivy Balanced Fund on 12/8/03. The performance shown for periods prior to this date is that of the Advantus Spectrum Fund Class A shares, restated to reflect current sales charges applicable to Ivy Balanced Fund Class A shares. Performance has not been restated to reflect the fees and expenses applicable to the Ivy Balanced Fund. If these expenses were reflected, performance shown would differ.
The Advantus Venture Fund merged into the Ivy Small Cap Value Fund on 12/8/03. The performance shown for periods prior to this date is that of the Advantus Venture Fund Class A shares, restated to reflect current sales charges applicable to Ivy Small Cap Value Fund Class A shares. Performance has not been restated to reflect the fees and expenses applicable to the Ivy Small Cap Value Fund. If these expenses were reflected, performance shown would differ.

Please remember that an investment in a mutual fund involves risk. Investment return and principal value of a mutual fund investment will fluctuate, and shares, when redeemed, may be worth more or less than their original cost.

Please remember that an investment in a mutual fund involves risk. Investment return and principal value of a mutual fund investment will fluctuate, and shares, when redeemed, may be worth more or less than their original cost.

Past performance is no guarantee of future results. The Ivy Funds are managed by Ivy Investment Management Company and distributed by its subsidiary, Ivy Funds Distributor, Inc. Waddell & Reed Financial, Inc., the ultimate parent company of Ivy Funds Distributor, Inc., acquired the investment advisor to the Ivy Funds in December 2002.

The products and services described in this website are offered only in the United States, Puerto Rico and the U.S. Virgin Islands. Nothing in this website should be considered a solicitation to buy or an offer to sell such products and services in any jurisdiction where the offer or solicitation would be unlawful under the laws of such jurisdiction. Ivy Funds distributed by Ivy Funds Distributor, Inc. and Waddell & Reed InvestEd Portfolios distributed by Waddell & Reed, Inc. are offered by prospectus only.

Investors should consider the investment objectives, risks, charges and expenses of a fund carefully before investing. For a prospectus containing this and other information for the Ivy Funds, call your financial advisor or click here. Please read the prospectus carefully before investing.