|2005 Market St. , Philadelphia, PA 19103|
|Fund Manager||Team Managed|
To seek to provide capital appreciation. Ivy Pzena International Value Fund invests at least 80% of its net assets in equity securities of issuers located in, or with significant business, assets,or operations in, countries throughout the world other than the United States. In managing the Fund s assets, Pzena Investment Management, LLC (Pzena), the Fund s subadviser, looks to invest in companies from a universe generally consisting of the 1,500 largest non-U.S. companies that it believes are undervalued on the basis of current price to an estimated normal level of earnings. The Fund generally invests up to 10% of its portfolio in emerging markets. A company is considered to be located in an emerging market country if it is organized under the laws of, or has a principal office in, an emerging country; if it has a class of securities whose principal securities market is in an emerging country; if it derives 50% or more of its total revenue from goods produced, sales made or services provided in one or more emerging countries; or if it maintains 50% or more of its assets in one or more emerging countries. Pzena has discretion to determine which countries are regarded as emerging markets, although those classified by Morgan Stanley Capital International (MSCI) as emerging typically will be included, together with other countries having similar characteristics.
|Asset Type||% Of Allocation|
|Total Net Assets||0.00|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$99|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 06/30/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 06/30/2021|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|MAERSKB:||AP MOLLER MAERSK AS||2.87%|
|V0001||COMPAGNIE GENERALE DES EST||2.73%|
|RDS.A||ROYAL DUTCH SHELL PLC A||2.71%|
|HNDAF||HONDA MOTOR CO LTD||2.64%|
|ROG||ROCHE HOLDING AG||2.63%|
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