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Barron's Ranking

Ivy Funds Among Barron’s “Best Mutual Fund Families”

Top 5 in 10-year period six straight years;

Ivy Funds again turned in a strong showing in Barron’s latest “Best Mutual Fund Families,” ranking No. 5 over the last 10 year period, out of 52 firms.

While short-term performance often grabs fleeting attention, most investors need long-term results. Ivy Funds has appeared in the top five of the 10-year ranking since 2010.

Consecutive top 5 rankings for Ivy Funds

YEAR 10 YEAR
2015 5 out of 52 firms
2014 3 out of 48 firms
2013 1 out of 48 firms
2012 2 out of 46 firms
2011 5 out of 45 firms
2010 5 out of 46 firms
Source: Barron's (years ending 12/31)

“Over longer periods, and across differing market cycles, our rigorous investment process has led to solid results for investors. We prefer to judge performance across several years, as the majority of our investors have long-term goals and aspirations. We’re pleased to see that these rankings have continued to validate our process."– Henry J. Herrmann, Chairman and CEO of Waddell & Reed Financial, Inc., parent company to Ivy Funds

Barron’s rankings (published Feb. 6, 2016) are based on asset-weighted returns in five categories: domestic equity, world equity (including international and global portfolios), mixed asset (stocks and bonds), taxable bonds and tax exempt bonds. Rankings also take into account an individual fund’s performance within its Lipper peer group. Sales charges are not included in the calculation of returns, and the ranking period included time periods during which some funds’ returns were affected by expense reduction arrangements. For the 5-year period ended 12/31/15, Ivy Funds ranked 38 out of 58 firms. For the one-year period ended 12/31/15, Ivy Funds ranked 58 out of 67 firms.

Investment return and principal value will fluctuate, and it is possible to lose money by investing. Past performance is not a guarantee of future results.