The investment seeks to provide capital growth and appreciation.  The fund seeks to achieve its objective by investing, under normal circumstances, at least 80% of its net assets in securities of companies within the energy sector, which includes all aspects of the energy industry, such as exploration, discovery, production, distribution or infrastructure of energy and/or alternative energy sources. It also may invest in companies that are not within the energy sector that are engaged in the development of products and services to enhance energy efficiency for the users of those products and services. The fund is non-diversified.

Nasdaq

IEYYX

The investment seeks to provide a combination of current income and capital appreciation.  The fund invests at least 40% (or, if the advisor deems it warranted by market conditions, at least 30%) of its total assets in securities of non-U.S. issuers. The fund may invest up to 100% of its total assets in foreign securities and in securities denominated in currencies other than the U.S. dollar. The fund will invest at least 65% of its total assets in equity securities of issuers that are organized, have a majority of their assets, or generate the majority of their operating income outside the U.S.

Other OTC

IVSIX

The fund seeks to achieve its objective by allocating its assets among different asset classes of varying correlation around the globe. It may invest in U.S. and foreign securities. The fund generally will invest at least 30% of its assets, and may invest up to 75%, in foreign securities and in securities denominated in currencies other than the U.S. dollar, including issuers located in and/or generating revenue from emerging markets.

WASCX

The fund seeks to achieve its objective by investing, under normal circumstances, at least 80% of its net assets in common stocks of small-capitalization companies. For purposes of this fund, small-capitalization companies typically are companies with market capitalizations similar to those of issuers included in the Russell 2000 Growth Index over the last 13 months at the time of acquisition.

WRGCX

The investment seeks to provide total return through a combination of high current income and capital appreciation. The fund invests primarily in a diversified portfolio of high-yield, high-risk, fixed-income securities, including secured and unsecured loan assignments, loan participations and other loan instruments (loans), of U.S. and foreign issuers, the risks of which are, in the judgment of the manager consistent with the fund's objective. It may invest up to 100% of its total assets in foreign securities that are denominated in U.S. dollars or foreign currencies.

WRHIX

The fund invests primarily in the equity securities of science and technology companies around the globe. Under normal circumstances, it invests at least 80% of its net assets in securities of science or technology companies. The fund also may invest in companies that utilize science and/or technology as an agent of change to significantly enhance their business opportunities. It may invest in securities issued by companies of any size, and may invest without limitation in foreign securities, including securities of issuers within emerging markets. The fund is non-diversified.

WSTCX

The investment seeks capital growth and appreciation. The fund seeks to achieve its objective by investing, under normal circumstances, at least 80% of its net assets in equity securities, primarily in common stocks of large-capitalization companies. It seeks to invest in companies that the manager believes are high-quality, have sustainable competitive advantages accompanied by financial strength and earnings stability, and have leading positions in their industries. The fund invests in securities that have the potential for capital appreciation, or that the manager expects to resist market decline.

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
IEYYX	Delaware Ivy Energy Fund	Energy Equities	Apr 2, 2006	1.28%	12.70%	2.41%	0.77%	96
IVSIX	Delaware Ivy Global Bond Fund	Global Bonds	Apr 3, 2008	0.72%	-0.52%	3.04%	4.03%	63
WASCX	Delaware Ivy Asset Strategy Fund	Global Allocation	Apr 19, 1995	2.18%	-4.73%	7.48%	11.23%	36
WRGCX	Delaware Ivy Small Cap Growth Fund	Small Cap Growth Equities	Sep 21, 1992	1.89%	-5.99%	9.53%	13.29%	33
WRHIX	Delaware Ivy High Income Fund	High Yield Bonds	Jul 31, 1997	1.70%	-2.61%	4.04%	5.26%	41
WSTCX	Delaware Ivy Science and Technology Fund	Technology Equities	Jul 30, 1997	2.14%	-6.70%	22.65%	14.31%	71
WTRCX	Delaware Ivy Core Equity Fund	Large Cap Blend Equities	Sep 21, 1992	1.75%	-8.20%	14.09%	24.94%	20

Ivy Funds Mutual Funds List

Risk vs. Return Scatterplot