Fund Family Name |
Fund Name |
CUSIP |
Symbol |
|
Morningstar Prospectus Objective |
Min Initial Purchase |
Min Subsequent Purchase |
Min IRA Purchase |
Expense
Ratio |
12b-1 |
Sales
Charge |
Available to New Shareholders |
Available to Existing Shareholders |
Exchange In Eligible |
Foreign Purchase Eligible |
Ivy
Funds |
IVY ASSET STRATEGIC CL
B |
466000742 |
WASBX |
Mutual Fund |
Asset Allocation |
$ 500 |
$ - |
$ 500 |
1.87 |
1 |
5.00 |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY ASSET STRATEGY CL A |
466000759 |
WASAX |
Mutual Fund |
Asset Allocation |
$ 500 |
$ - |
$ 500 |
1.03 |
0.25 |
5.75 |
Yes |
Yes |
4 |
Y |
Ivy
Funds |
IVY ASSET STRATEGY CL C |
466000734 |
WASCX |
Mutual Fund |
Asset Allocation |
$ 500 |
$ - |
$ 500 |
1.8 |
1 |
1.00 |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY ASSET STRATEGY CL Y |
466000726 |
WASYX |
Mutual Fund |
Asset Allocation |
$ - |
$ - |
$ - |
1.03 |
0.25 |
None |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY ASSET STRATEGY
FUND CL I |
466001864 |
IVAEX |
Mutual Fund |
Asset Allocation |
$ 100000 |
$ - |
$ - |
0.79 |
0 |
None |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY BALANCED CLASS A |
465898625 |
IBNAX |
Mutual Fund |
Asset Allocation |
$ 500 |
$ - |
$ 500 |
1.36 |
0.25 |
5.75 |
Yes |
Yes |
4 |
Y |
Ivy
Funds |
IVY BALANCED CLASS B |
465898617 |
IBNBX |
Mutual Fund |
Asset Allocation |
$ 500 |
$ - |
$ 500 |
2.28 |
1 |
5.00 |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY BALANCED CLASS C |
465898591 |
IBNCX |
Mutual Fund |
Asset Allocation |
$ 500 |
$ - |
$ 500 |
1.96 |
1 |
1.00 |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY BOND CLASS A |
465898344 |
IBOAX |
Mutual Fund |
Corporate Bond - General |
$ 500 |
$ - |
$ 500 |
1.25 |
0.25 |
5.75 |
Yes |
Yes |
4 |
Y |
Ivy
Funds |
IVY BOND CLASS B |
465898336 |
IBOBX |
Mutual Fund |
Corporate Bond - General |
$ 500 |
$ - |
$ 500 |
2.6 |
1 |
5.00 |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY BOND FUND CL C |
465898328 |
IBOCX |
Mutual Fund |
Corporate Bond - General |
$ 500 |
$ - |
$ 500 |
2.06 |
1 |
1.00 |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY CAPITAL APP
FUND CLASS A |
466000536 |
WMEAX |
Mutual Fund |
Growth |
$ 500 |
$ - |
$ 500 |
1.31 |
0.25 |
5.75 |
Yes |
Yes |
4 |
Y |
Ivy
Funds |
IVY CAPITAL
APPRECIATION CL Y |
466000494 |
WMEYX |
Mutual Fund |
Growth |
$ - |
$ - |
$ - |
1.16 |
0.25 |
None |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY CAPITAL
APPRECIATION FD B |
466000528 |
WMEBX |
Mutual Fund |
Growth |
$ 500 |
$ - |
$ 500 |
2.29 |
1 |
5.00 |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY CAPITAL
APPRECIATION FD CL C |
466000510 |
WMECX |
Mutual Fund |
Growth |
$ 500 |
$ - |
$ 500 |
2.03 |
1 |
1.00 |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY CAPITAL
APPRECIATION FD CL I |
466000189 |
IVAIX |
Mutual Fund |
Growth |
$ 100000 |
$ - |
$ - |
0.9 |
0 |
None |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY CORE EQUITY CL A |
466000106 |
WCEAX |
Mutual Fund |
Growth and Income |
$ 500 |
$ - |
$ 500 |
1.46 |
0.25 |
5.75 |
Yes |
Yes |
4 |
Y |
Ivy
Funds |
IVY CORE EQUITY CL B |
466000205 |
WCEBX |
Mutual Fund |
Growth and Income |
$ 500 |
$ - |
$ 500 |
2.48 |
1 |
5.00 |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY CORE EQUITY CL C |
466000304 |
WTRCX |
Mutual Fund |
Growth and Income |
$ 500 |
$ - |
$ 500 |
2.21 |
1 |
1.00 |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY CORE EQUITY CL Y |
466000403 |
WCEYX |
Mutual Fund |
Growth and Income |
$ - |
$ - |
$ - |
1.23 |
0.25 |
None |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY CUNDILL GLOBAL
VALUE CL Y |
465897148 |
ICDYX |
Mutual Fund |
World Stock |
$ - |
$ - |
$ - |
1.19 |
0.25 |
None |
No |
Yes |
29 |
Y |
Ivy
Funds |
IVY CUNDILL
GLOBAL VALUE CLASS A |
465898880 |
ICDAX |
Mutual Fund |
World Stock |
$ 500 |
$ - |
$ 500 |
1.81 |
0.25 |
5.75 |
Yes |
Yes |
29 |
Y |
Ivy
Funds |
IVY CUNDILL
GLOBAL VALUE CLASS B |
465898799 |
ICDBX |
Mutual Fund |
World Stock |
$ 500 |
$ - |
$ 500 |
2.71 |
1 |
5.00 |
No |
Yes |
29 |
Y |
Ivy
Funds |
IVY CUNDILL
GLOBAL VALUE CLASS C |
465898781 |
ICDCX |
Mutual Fund |
World Stock |
$ 500 |
$ - |
$ 500 |
2.42 |
1 |
1.00 |
No |
Yes |
29 |
Y |
Ivy
Funds |
IVY DIVIDEND
OPPORTUNITES CL Y |
465898633 |
IVDYX |
Mutual Fund |
Growth and Income |
$ 50 |
$ - |
$ 500 |
1.24 |
0.25 |
None |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY DIVIDEND
OPPORTUNITIES CL A |
465898666 |
IVDAX |
Mutual Fund |
Growth and Income |
$ 500 |
$ - |
$ 500 |
1.4 |
0.25 |
5.75 |
Yes |
Yes |
4 |
Y |
Ivy
Funds |
IVY DIVIDEND
OPPORTUNITIES CL B |
465898658 |
IVDBX |
Mutual Fund |
Growth and Income |
$ 500 |
$ - |
$ 500 |
2.43 |
1 |
5.00 |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY DIVIDEND
OPPORTUNITIES CL C |
465898641 |
IVDCX |
Mutual Fund |
Growth and Income |
$ 500 |
$ - |
$ 500 |
2.11 |
1 |
1.00 |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY DIVIDEND
OPPORTUNITIES CL I |
465899201 |
IVDIX |
Mutual Fund |
Growth and Income |
$ - |
$ - |
$ - |
0.99 |
0 |
None |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY ENERGY FUND CL A |
466000395 |
IEYAX |
Mutual Fund |
Specialty - Natural Resources |
$ 500 |
$ - |
$ 500 |
1.6 |
0.25 |
5.75 |
Yes |
Yes |
4 |
Y |
Ivy
Funds |
IVY ENERGY FUND CL B |
466000387 |
IEYBX |
Mutual Fund |
Specialty - Natural Resources |
$ 500 |
$ - |
$ 500 |
2.6 |
1 |
5.00 |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY ENERGY FUND CL C |
466000379 |
IEYCX |
Mutual Fund |
Specialty - Natural Resources |
$ 500 |
$ - |
$ 500 |
2.5 |
1 |
1.00 |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY ENERGY FUND CL Y |
466000361 |
IEYYX |
Mutual Fund |
Specialty - Natural Resources |
$ - |
$ - |
$ - |
1.6 |
0.25 |
None |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY EUROPEAN OPPORT CL
Y |
465897130 |
IEOYX |
Mutual Fund |
Growth |
$ - |
$ - |
$ - |
1.49 |
0.25 |
None |
No |
Yes |
29 |
Y |
Ivy
Funds |
IVY EUROPEAN
OPPTIES CLASS A |
465898815 |
IEOAX |
Mutual Fund |
Growth |
$ 500 |
$ - |
$ 500 |
1.84 |
0.25 |
5.75 |
Yes |
Yes |
29 |
Y |
Ivy
Funds |
IVY EUROPEAN
OPPTIES CLASS B |
465898823 |
IEOBX |
Mutual Fund |
Growth |
$ 500 |
$ - |
$ 500 |
2.73 |
1 |
5.00 |
No |
Yes |
29 |
Y |
Ivy
Funds |
IVY EUROPEAN
OPPTIES CLASS C |
465898831 |
IEOCX |
Mutual Fund |
Growth |
$ 500 |
$ - |
$ 500 |
2.47 |
1 |
1.00 |
No |
Yes |
29 |
Y |
Ivy
Funds |
IVY GLOBAL BOND
FUND A SHARES |
465899748 |
IVSAX |
Mutual Fund |
Income |
$ 500 |
$ - |
$ 500 |
1.01 |
0.25 |
5.75 |
Yes |
Yes |
29 |
Y |
Ivy
Funds |
IVY GLOBAL BOND FUND
CL I |
465899714 |
IVSIX |
Mutual Fund |
Income |
$ - |
$ - |
$ - |
0.76 |
0 |
None |
No |
Yes |
29 |
Y |
Ivy
Funds |
IVY GLOBAL BOND
FUND CLASS C |
465899722 |
IVSCX |
Mutual Fund |
Income |
$ 500 |
$ - |
$ 500 |
1.74 |
1 |
1.00 |
No |
Yes |
29 |
Y |
Ivy
Funds |
IVY GLOBAL FUND CLASS B |
465899730 |
IVSBX |
Mutual Fund |
Income |
$ 500 |
$ - |
$ 500 |
1.76 |
1 |
5.00 |
No |
Yes |
29 |
Y |
Ivy
Funds |
IVY GLOBAL NAT
RESOURCES CL Y |
465897122 |
IGNYX |
Mutual Fund |
Growth |
$ - |
$ - |
$ - |
1.2 |
0.25 |
None |
No |
Yes |
29 |
Y |
Ivy
Funds |
IVY GLOBAL
NATURAL RESOURCES CLASS A |
465897429 |
IGNAX |
Mutual Fund |
Growth |
$ 500 |
$ - |
$ 500 |
1.4 |
0.25 |
5.75 |
Yes |
Yes |
29 |
Y |
Ivy
Funds |
IVY GLOBAL
NATURAL RESOURCES CLASS B |
465897411 |
IGNBX |
Mutual Fund |
Growth |
$ 500 |
$ - |
$ 500 |
2.19 |
1 |
5.00 |
No |
Yes |
29 |
Y |
Ivy
Funds |
IVY GLOBAL
NATURAL RESOURCES CLASS C |
465897395 |
IGNCX |
Mutual Fund |
Growth |
$ 500 |
$ - |
$ 500 |
2.1 |
1 |
1.00 |
No |
Yes |
29 |
Y |
Ivy
Funds |
IVY GLOBAL
NATURAL RESOURCES FD CL I |
465899508 |
IGNIX |
Mutual Fund |
Growth |
$ 100000 |
$ - |
$ - |
1.05 |
0 |
None |
No |
Yes |
29 |
Y |
Ivy
Funds |
IVY GLOBAL
NATURAL RESOURCES FD R |
465898310 |
IGNRX |
Mutual Fund |
Growth |
$ - |
$ - |
$ - |
1.57 |
0.5 |
None |
No |
Yes |
29 |
Y |
Ivy
Funds |
IVY HIGH INCOME CL A |
466000668 |
WHIAX |
Mutual Fund |
Income |
$ 500 |
$ - |
$ 500 |
1.34 |
0.25 |
5.75 |
Yes |
Yes |
4 |
Y |
Ivy
Funds |
IVY HIGH INCOME CL B |
466000650 |
WHIBX |
Mutual Fund |
Income |
$ 500 |
$ - |
$ 500 |
2.46 |
1 |
5.00 |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY HIGH INCOME CL C |
466000643 |
WRHIX |
Mutual Fund |
Income |
$ 500 |
$ - |
$ 500 |
2.1 |
1 |
1.00 |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY HIGH INCOME CLASS I |
466000122 |
IVHIX |
Mutual Fund |
Income |
$ - |
$ - |
$ - |
0.9 |
0 |
None |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY HIGH INCOME CLASS Y |
466000635 |
WHIYX |
Mutual Fund |
Income |
$ - |
$ - |
$ - |
1.14 |
0.25 |
None |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY
INTERNATIONAL BALANCED CLASS A |
465898567 |
IVBAX |
Mutual Fund |
Multi-Asset Global |
$ 500 |
$ - |
$ 500 |
1.46 |
0.25 |
5.75 |
Yes |
Yes |
29 |
Y |
Ivy
Funds |
IVY
INTERNATIONAL BALANCED CLASS B |
465898559 |
IVBBX |
Mutual Fund |
Multi-Asset Global |
$ 500 |
$ - |
$ 500 |
2.44 |
1 |
5.00 |
No |
Yes |
29 |
Y |
Ivy
Funds |
IVY
INTERNATIONAL BALANCED CLASS C |
465898542 |
IVBCX |
Mutual Fund |
Multi-Asset Global |
$ 500 |
$ - |
$ 500 |
2.13 |
1 |
1.00 |
No |
Yes |
29 |
Y |
Ivy
Funds |
IVY
INTERNATIONAL BALANCED FD CL Y |
465898534 |
IVBYX |
Mutual Fund |
Multi-Asset Global |
$ 50 |
$ - |
$ 500 |
1.33 |
0.25 |
None |
No |
Yes |
29 |
Y |
Ivy
Funds |
IVY
INTERNATIONAL CORE EQUITY CL I |
465899706 |
ICEIX |
Mutual Fund |
Aggressive Growth |
$ - |
$ - |
$ - |
1.12 |
0 |
None |
No |
Yes |
29 |
Y |
Ivy
Funds |
IVY
INTERNATIONAL CORE EQUITY CL Y |
465898682 |
IVVYX |
Mutual Fund |
Aggressive Growth |
$ - |
$ - |
$ - |
1.38 |
0.25 |
None |
No |
Yes |
29 |
Y |
Ivy
Funds |
IVY
INTERNATIONAL CORE EQUITY FD CL A |
465897353 |
IVIAX |
Mutual Fund |
Aggressive Growth |
$ 500 |
$ - |
$ 500 |
1.64 |
0.25 |
5.75 |
Yes |
Yes |
29 |
Y |
Ivy
Funds |
IVY
INTERNATIONAL CORE EQUITY FD CL B |
465897346 |
IIFBX |
Mutual Fund |
Aggressive Growth |
$ 500 |
$ - |
$ 500 |
2.55 |
1 |
5.00 |
No |
Yes |
29 |
Y |
Ivy
Funds |
IVY
INTERNATIONAL CORE EQUITY FD CL C |
465897338 |
IVIFX |
Mutual Fund |
Aggressive Growth |
$ 500 |
$ - |
$ 500 |
2.29 |
1 |
1.00 |
No |
Yes |
29 |
Y |
Ivy
Funds |
IVY
INTERNATIONAL GROWTH FD CL A |
465897502 |
IVINX |
Mutual Fund |
Growth |
$ 500 |
$ - |
$ 500 |
1.57 |
0.21 |
5.75 |
Yes |
Yes |
29 |
Y |
Ivy
Funds |
IVY
INTERNATIONAL GROWTH FD CL B |
465897601 |
IVIBX |
Mutual Fund |
Growth |
$ 500 |
$ - |
$ 500 |
2.62 |
1 |
5.00 |
No |
Yes |
29 |
Y |
Ivy
Funds |
IVY
INTERNATIONAL GROWTH FUND CL C |
465897585 |
IVNCX |
Mutual Fund |
Growth |
$ 500 |
$ - |
$ 500 |
2.54 |
1 |
1.00 |
No |
Yes |
29 |
Y |
Ivy
Funds |
IVY
INTERNATIONAL GROWTH FUND CL Y |
465897114 |
IVIYX |
Mutual Fund |
Growth |
$ - |
$ - |
$ - |
1.21 |
0.25 |
None |
No |
Yes |
29 |
Y |
Ivy
Funds |
IVY INTERNATL
BALANCED CL I |
465899763 |
IIBIX |
Mutual Fund |
Multi-Asset Global |
$ 100000 |
$ - |
$ - |
0.99 |
0 |
None |
No |
Yes |
29 |
Y |
Ivy
Funds |
IVY LARGE CAP GROWTH
CL A |
466000627 |
WLGAX |
Mutual Fund |
Growth |
$ 500 |
$ - |
$ 500 |
1.15 |
0.25 |
5.75 |
Yes |
Yes |
4 |
Y |
Ivy
Funds |
IVY LARGE CAP GROWTH
CL B |
466000619 |
WLGBX |
Mutual Fund |
Growth |
$ 500 |
$ - |
$ 500 |
2.49 |
1 |
5.00 |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY LARGE CAP GROWTH
CL C |
466000593 |
WLGCX |
Mutual Fund |
Growth |
$ 500 |
$ - |
$ 500 |
2.08 |
1 |
1.00 |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY LARGE CAP GROWTH
CL Y |
466000585 |
WLGYX |
Mutual Fund |
Growth |
$ - |
$ - |
$ - |
1.06 |
0.25 |
None |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY LARGE CAP
GROWTH FD CL R |
466000429 |
WLGRX |
Mutual Fund |
Growth |
$ - |
$ - |
$ - |
1.47 |
0.5 |
None |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY LARGE CAP
GROWTH FUND CL I |
466001203 |
IYGIX |
Mutual Fund |
Growth |
$ 100000 |
$ - |
$ - |
0.92 |
0 |
None |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY LIMITED TERM
BOND CLASS I |
466001401 |
ILTIX |
Mutual Fund |
Corporate Bond - General |
$ - |
$ - |
$ - |
0.57 |
0 |
None |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY LIMITED TERM
BOND FUND CL A |
466000882 |
WLTAX |
Mutual Fund |
Corporate Bond - General |
$ 500 |
$ - |
$ 500 |
0.91 |
0.25 |
2.50 |
Yes |
Yes |
4 |
Y |
Ivy
Funds |
IVY LIMITED TERM
BOND FUND CL B |
466000874 |
WLTBX |
Mutual Fund |
Corporate Bond - General |
$ 500 |
$ - |
$ 500 |
1.73 |
1 |
5.00 |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY LIMITED
TERM BOND FUND CLASS C |
466000866 |
WLBCX |
Mutual Fund |
Corporate Bond - General |
$ 500 |
$ - |
$ 500 |
1.59 |
1 |
1.00 |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY MANAGED EURO
PACIFIC CL A |
465898286 |
IVMAX |
Mutual Fund |
Growth |
$ 500 |
$ - |
$ 500 |
0.72 |
0.25 |
5.75 |
Yes |
Yes |
29 |
Y |
Ivy
Funds |
IVY MANAGED
EUROPACI FIC CL C |
465898260 |
IVMCX |
Mutual Fund |
Growth |
$ 500 |
$ - |
$ 500 |
1.52 |
1 |
1.00 |
No |
Yes |
29 |
Y |
Ivy
Funds |
IVY MANAGED
EUROPACI FIC CL Y |
465898237 |
IVMYX |
Mutual Fund |
Growth |
$ - |
$ - |
$ 500 |
0.73 |
0.25 |
None |
No |
Yes |
29 |
Y |
Ivy
Funds |
IVY MANAGED
EUROPACIFIC CL B |
465898278 |
IVMBX |
Mutual Fund |
Growth |
$ 500 |
$ - |
$ 500 |
1.7 |
1 |
5.00 |
No |
Yes |
29 |
Y |
Ivy
Funds |
IVY MANAGED
INTERNAT IONAL OPPS CL B |
465898211 |
IVTBX |
Mutual Fund |
Growth |
$ 500 |
$ - |
$ 500 |
1.41 |
1 |
5.00 |
No |
Yes |
29 |
Y |
Ivy
Funds |
IVY MANAGED
INTERNAT IONAL OPPS CL C |
465898195 |
IVTCX |
Mutual Fund |
Growth |
$ 500 |
$ - |
$ 500 |
1.35 |
1 |
1.00 |
No |
Yes |
29 |
Y |
Ivy
Funds |
IVY MANAGED
INTERNAT IONAL OPPS CL Y |
465898161 |
IVTYX |
Mutual Fund |
Growth |
$ - |
$ - |
$ 500 |
0.59 |
0.25 |
None |
No |
Yes |
29 |
Y |
Ivy
Funds |
IVY MANAGED
INTERNATIONAL OPPS A |
465898229 |
IVTAX |
Mutual Fund |
Growth |
$ 500 |
$ - |
$ 500 |
0.57 |
0.25 |
5.75 |
Yes |
Yes |
29 |
Y |
Ivy
Funds |
IVY MICRO CAP
GROWTH CLASS A |
465899680 |
IGWAX |
Mutual Fund |
Growth |
$ 500 |
$ - |
$ 100 |
2.55 |
0.25 |
5.75 |
Yes |
Yes |
4 |
Y |
Ivy
Funds |
IVY MICRO CAP
GROWTH FD CLASS C |
465899664 |
IGWCX |
Mutual Fund |
Growth |
$ 500 |
$ - |
$ 500 |
-999 |
1 |
1.00 |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY MID CAP GROWTH CL A |
466000577 |
WMGAX |
Mutual Fund |
Growth |
$ 500 |
$ - |
$ 500 |
1.65 |
0.25 |
5.75 |
Yes |
Yes |
4 |
Y |
Ivy
Funds |
IVY MID CAP GROWTH CL B |
466000569 |
WMGBX |
Mutual Fund |
Growth |
$ 500 |
$ - |
$ 500 |
2.92 |
1 |
5.00 |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY MID CAP GROWTH CL C |
466000551 |
WMGCX |
Mutual Fund |
Growth |
$ 500 |
$ - |
$ 500 |
2.35 |
1 |
1.00 |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY MID CAP GROWTH CL I |
466001609 |
IYMIX |
Mutual Fund |
Growth |
$ - |
$ - |
$ - |
1.17 |
0 |
None |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY MID CAP GROWTH CL Y |
466000544 |
WMGYX |
Mutual Fund |
Growth |
$ - |
$ - |
$ - |
1.25 |
0.25 |
None |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY MID CAP GROWTH F
D CL R |
466000411 |
WMGRX |
Mutual Fund |
Growth |
$ - |
$ - |
$ - |
1.72 |
0.5 |
None |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY MORTGAGE
SECURITES CLASS C |
465898492 |
IYMCX |
Mutual Fund |
Government Bond - Mortgage |
$ 500 |
$ - |
$ 500 |
2.02 |
1 |
1.00 |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY MORTGAGE
SECURITIES CL B |
465898518 |
IYMBX |
Mutual Fund |
Government Bond - Mortgage |
$ 500 |
$ - |
$ 500 |
2.33 |
1 |
5.00 |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY MORTGAGE
SECURITIES CLASS A |
465898526 |
IYMAX |
Mutual Fund |
Government Bond - Mortgage |
$ 500 |
$ - |
$ 500 |
1.29 |
0.25 |
5.75 |
Yes |
Yes |
4 |
Y |
Ivy
Funds |
IVY MUNICIPAL BOND
CLASS B |
466000833 |
WMBBX |
Mutual Fund |
Municipal Bond - National |
$ 500 |
$ - |
$ 500 |
2.02 |
1 |
5.00 |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY MUNICIPAL BOND FD
CL A |
466000841 |
WMBAX |
Mutual Fund |
Municipal Bond - National |
$ 500 |
$ - |
$ 500 |
1.24 |
0.25 |
4.25 |
Yes |
Yes |
4 |
Y |
Ivy
Funds |
IVY MUNICIPAL BOND
FD CLASS C |
466000825 |
WMBCX |
Mutual Fund |
Municipal Bond - National |
$ 500 |
$ - |
$ 500 |
2 |
1 |
1.00 |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY MUNICIPAL
HIGH INCOME CL I |
466001757 |
WYMHX |
Mutual Fund |
Municipal Bond - National |
$ - |
$ - |
$ - |
0.7 |
0 |
None |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY
MUNICIPAL HIGH INCOME FUND CL C |
466001765 |
IYICX |
Mutual Fund |
|
$ 500 |
$ - |
$ 500 |
|
|
1.00 |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY PACIFIC
OPPORTUNITES CL B |
465897858 |
IPOBX |
Mutual Fund |
Growth |
$ 500 |
$ - |
$ 500 |
3.07 |
1 |
5.00 |
No |
Yes |
29 |
Y |
Ivy
Funds |
IVY PACIFIC
OPPORTUNITIES CL A |
465897866 |
IPOAX |
Mutual Fund |
Growth |
$ 500 |
$ - |
$ 500 |
1.92 |
0.25 |
5.75 |
Yes |
Yes |
29 |
Y |
Ivy
Funds |
IVY PACIFIC
OPPORTUNITIES CL C |
465897643 |
IPOCX |
Mutual Fund |
Growth |
$ 500 |
$ - |
$ 500 |
2.69 |
1 |
1.00 |
No |
Yes |
29 |
Y |
Ivy
Funds |
IVY REAL ESTATE FUND
CL Y |
465898443 |
IRSYX |
Mutual Fund |
Specialty - Real Estate |
$ - |
$ - |
$ 2500 |
1.39 |
0.25 |
None |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY REAL ESTATE SEC
FD CL R |
465898294 |
IRSRX |
Mutual Fund |
Specialty - Real Estate |
$ - |
$ - |
$ - |
1.7 |
0.5 |
None |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY REAL
ESTATE SECURITIES CLASS A |
465898476 |
IRSAX |
Mutual Fund |
Specialty - Real Estate |
$ 500 |
$ - |
$ 500 |
1.93 |
0.25 |
5.75 |
Yes |
Yes |
4 |
Y |
Ivy
Funds |
IVY REAL
ESTATE SECURITIES CLASS B |
465898468 |
IRSBX |
Mutual Fund |
Specialty - Real Estate |
$ 500 |
$ - |
$ 500 |
3.18 |
1 |
5.00 |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY REAL
ESTATE SECURITIES CLASS C |
465898450 |
IRSCX |
Mutual Fund |
Specialty - Real Estate |
$ 500 |
$ - |
$ 500 |
2.79 |
1 |
1.00 |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY SCIENCE &
TECHNOLOGY CL A |
466000718 |
WSTAX |
Mutual Fund |
Specialty - Technology |
$ 500 |
$ - |
$ 500 |
1.5 |
0.25 |
5.75 |
Yes |
Yes |
4 |
Y |
Ivy
Funds |
IVY SCIENCE &
TECHNOLOGY CL B |
466000692 |
WSTBX |
Mutual Fund |
Specialty - Technology |
$ 500 |
$ - |
$ 500 |
2.56 |
1 |
5.00 |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY SCIENCE &
TECHNOLOGY CL C |
466000684 |
WSTCX |
Mutual Fund |
Specialty - Technology |
$ 500 |
$ - |
$ 500 |
2.3 |
1 |
1.00 |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY SCIENCE &
TECHNOLOGY CL Y |
466000676 |
WSTYX |
Mutual Fund |
Specialty - Technology |
$ - |
$ - |
$ - |
1.33 |
0.25 |
None |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY SCIENCE &
TECHNOLOGY FUND CL I |
466001807 |
ISTIX |
Mutual Fund |
Specialty - Technology |
$ 100000 |
$ - |
$ - |
1.07 |
0 |
None |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY SCIENCE& TECH FD
CL R |
466000437 |
WSTRX |
Mutual Fund |
Specialty - Technology |
$ - |
$ - |
$ - |
1.62 |
0.5 |
None |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY SMALL CAP GROWTH
CL A |
466000502 |
WSGAX |
Mutual Fund |
Growth |
$ 500 |
$ - |
$ 500 |
1.71 |
0.25 |
5.75 |
Yes |
Yes |
4 |
Y |
Ivy
Funds |
IVY SMALL CAP GROWTH
CL Y |
466000809 |
WSCYX |
Mutual Fund |
Growth |
$ - |
$ - |
$ - |
1.34 |
0.25 |
None |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY SMALL CAP
GROWTH CLASS C |
466000700 |
WRGCX |
Mutual Fund |
Growth |
$ 500 |
$ - |
$ 500 |
2.34 |
1 |
1.00 |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY SMALL CAP
GROWTH FD CL R |
466000445 |
WSGRX |
Mutual Fund |
Growth |
$ - |
$ - |
$ - |
1.63 |
0.5 |
None |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY SMALL CAP
GROWTH FUND CL B |
466000601 |
WSGBX |
Mutual Fund |
Growth |
$ 500 |
$ - |
$ 500 |
2.75 |
1 |
5.00 |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY SMALL CAP
GROWTH FUND CL I |
466001872 |
IYSIX |
Mutual Fund |
Growth |
$ - |
$ - |
$ - |
1.09 |
0 |
None |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY SMALL CAP VALUE
CLASS A |
465898435 |
IYSAX |
Mutual Fund |
Small Company |
$ 500 |
$ - |
$ 500 |
1.93 |
0.25 |
5.75 |
Yes |
Yes |
4 |
Y |
Ivy
Funds |
IVY SMALL CAP VALUE
CLASS B |
465898427 |
IYSBX |
Mutual Fund |
Small Company |
$ 500 |
$ - |
$ 500 |
3.04 |
1 |
5.00 |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY SMALL CAP VALUE
CLASS C |
465898419 |
IYSCX |
Mutual Fund |
Small Company |
$ 500 |
$ - |
$ 500 |
2.72 |
1 |
1.00 |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY TAX MANAGED
EQUITY FUND CL A |
466001831 |
IYEAX |
Mutual Fund |
Growth |
$ 500 |
$ - |
$ 500 |
-999 |
0.25 |
5.75 |
Yes |
Yes |
4 |
Y |
Ivy
Funds |
IVY VALUE CL A |
465898385 |
IYVAX |
Mutual Fund |
Growth and Income |
$ 500 |
$ - |
$ 500 |
1.7 |
0.25 |
5.75 |
Yes |
Yes |
4 |
Y |
Ivy
Funds |
IVY VALUE CL B |
465898377 |
IYVBX |
Mutual Fund |
Growth and Income |
$ 500 |
$ - |
$ 500 |
3.08 |
1 |
5.00 |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY VALUE CL C |
465898369 |
IYVCX |
Mutual Fund |
Growth and Income |
$ 500 |
$ - |
$ 500 |
2.79 |
1 |
1.00 |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY VALUE FUND CL I |
465899789 |
IYAIX |
Mutual Fund |
Growth and Income |
$ 100000 |
$ - |
$ - |
1.11 |
0 |
None |
No |
Yes |
4 |
Y |
Ivy
Funds |
IVY ASSET STRATEGY
CLASS R |
466000114 |
IASRX |
Mutual Fund |
Asset Allocation |
$ - |
$ - |
$ - |
1.99 |
0.5 |
None |
Yes |
Yes |
Y |
Y |
Ivy
Funds |
IVY LIMITED
TERM BD FUND CLASS Y |
466000858 |
WLTYX |
Mutual Fund |
Corporate Bond - General |
$ - |
$ - |
$ 50 |
0.86 |
0.25 |
None |
Yes |
Yes |
Y |
Y |