| Exchange Hours | Website |
|---|---|
| 9:30 - 15:59 ET | www.ivyinvestments.com |
| Fund | Symbol | Investment Type |
Large Notify |
Initial Investment Minimum 1 |
Load Type |
Share Class |
Transaction Fee |
|---|---|---|---|---|---|---|---|
| IVY ASSET STRATEGY FUND | WASAX | Alternatives | USD 1,000,000 | USD 750 | Front-End Load | CLASS A | No |
| IVY ASSET STRATEGY FUND | IVAEX | Alternatives | USD 1,000,000 | USD 0 | No Load | CLASS I | Yes |
| IVY NATURAL RESOURCES FUND | IGNAX | Equity | USD 1,000,000 | USD 750 | Front-End Load | CLASS A | No |
| IVY GLOBAL GROWTH FUND | IVINX | Stock | USD 1,000,000 | USD 750 | Front-End Load | CLASS A | No |
| IVY BALANCED FUND | IBNAX | Balanced | USD 1,000,000 | USD 750 | Front-End Load | CLASS A | No |
| IVY ADVANTUS BOND FUND | IBOAX | Bond | USD 1,000,000 | USD 750 | Front-End Load | CLASS A | No |
| IVY EMERGING MARKETS EQUITY FUND | IPOAX | Stock | USD 1,000,000 | USD 750 | Front-End Load | CLASS A | No |
| IVY GLOBAL INCOME ALLOCATION FUND | IVBAX | Balanced | USD 1,000,000 | USD 750 | Front-End Load | CLASS A | No |
| IVY VALUE FUND | IYVAX | Equity | USD 1,000,000 | USD 750 | Front-End Load | CLASS A | No |
| IVY SMALL CAP CORE FUND | IYSAX | Equity | USD 1,000,000 | USD 750 | Front-End Load | CLASS A | No |
| IVY INTERNATIONAL CORE EQUITY FUND | IVIAX | Equity | USD 1,000,000 | USD 750 | Front-End Load | CLASS A | No |
| IVY EUROPEAN OPPORTUNITIES FUND | IEOAX | Stock | USD 1,000,000 | USD 750 | Front-End Load | CLASS A | No |
| IVY HIGH INCOME FUND | WHIAX | Bond | USD 1,000,000 | USD 750 | Front-End Load | CLASS A | No |
| IVY LIMITED-TERM BOND FUND | WLTAX | Bond | USD 1,000,000 | USD 750 | Front-End Load | CLASS A | No |
| IVY MUNICIPAL BOND FUND | WMBAX | Bond | USD 1,000,000 | USD 750 | Front-End Load | CLASS A | No |
| IVY GOVERNMENT MONEY MARKET FUND | WRAXX | Money Market | USD 1,000,000 | USD 10,000 | No Load | CLASS A | Yes |
| IVY LARGE CAP GROWTH FUND | WLGAX | Equity | USD 1,000,000 | USD 750 | Front-End Load | CLASS A | No |
| IVY MID CAP GROWTH FUND | WMGAX | Equity | USD 1,000,000 | USD 750 | Front-End Load | CLASS A | No |
| IVY SMALL CAP GROWTH FUND | WSGAX | Equity | USD 1,000,000 | USD 750 | Front-End Load | CLASS A | No |
| IVY SCIENCE AND TECHNOLOGY FUND | WSTAX | Equity | USD 1,000,000 | USD 750 | Front-End Load | CLASS A | No |
| IVY CORE EQUITY FUND | WCEAX | Equity | USD 1,000,000 | USD 750 | Front-End Load | CLASS A | No |
| IVY CUNDILL GLOBAL VALUE FUND | ICDAX | Stock | USD 1,000,000 | USD 750 | Front-End Load | CLASS A | No |
| IVY ADVANTUS REAL ESTATE SECURITIES FUND | IRSAX | Equity | USD 1,000,000 | USD 750 | Front-End Load | CLASS A | No |
| IVY DIVIDEND OPPORTUNITIES FUND | IVDAX | Stock | USD 1,000,000 | USD 750 | Front-End Load | CLASS A | No |
| IVY MANAGED INTERNATIONAL OPPORTUNITIES FUND | IVTAX | Stock | USD 1,000,000 | USD 750 | Front-End Load | CLASS A | No |
| IVY ENERGY FUND | IEYAX | Equity | USD 1,000,000 | USD 750 | Front-End Load | CLASS A | No |
| IVY GLOBAL BOND FUND | IVSAX | Bond | USD 1,000,000 | USD 750 | Front-End Load | CLASS A | No |
| IVY MICRO CAP GROWTH FUND | IGWAX | Equity | USD 1,000,000 | USD 750 | Front-End Load | CLASS A | No |
| IVY TAX-MANAGED EQUITY FUND | IYEAX | Equity | USD 1,000,000 | USD 750 | Front-End Load | CLASS A | No |
| IVY MUNICIPAL HIGH INCOME FUND | IYIAX | Bond | USD 1,000,000 | USD 750 | Front-End Load | CLASS A | No |
| IVY LASALLE GLOBAL REAL ESTATE FUND | IREAX | Equity | USD 1,000,000 | USD 750 | Front-End Load | CLASS A | No |
| IVY LASALLE GLOBAL RISK-MANAGED REAL ESTATE FUND | IVRAX | Equity | USD 1,000,000 | USD 750 | Front-End Load | CLASS A | No |
| IVY GLOBAL EQUITY INCOME FUND | IBIAX | Stock | USD 1,000,000 | USD 750 | Front-End Load | CLASS A | No |
| IVY MUNICIPAL HIGH INCOME FUND | WYMHX | Bond | USD 1,000,000 | USD 0 | No Load | CLASS I | Yes |
| IVY ASSET STRATEGY FUND | WASYX | Alternatives | USD 1,000,000 | USD 0 | No Load | CLASS Y | No |
| IVY SMALL CAP GROWTH FUND | WSCYX | Equity | USD 1,000,000 | USD 0 | No Load | CLASS Y | No |
| IVY LIMITED-TERM BOND FUND | WLTYX | Bond | USD 1,000,000 | USD 0 | No Load | CLASS Y | No |
| IVY CORE EQUITY FUND | WCEYX | Equity | USD 1,000,000 | USD 0 | No Load | CLASS Y | No |
| IVY HIGH INCOME FUND | WHIYX | Bond | USD 1,000,000 | USD 0 | No Load | CLASS Y | No |
| IVY SCIENCE AND TECHNOLOGY FUND | WSTYX | Equity | USD 1,000,000 | USD 0 | No Load | CLASS Y | No |
| IVY MUNICIPAL BOND FUND | WMBYX | Bond | USD 1,000,000 | USD 0 | No Load | CLASS Y | No |
| IVY LARGE CAP GROWTH FUND | WLGYX | Equity | USD 1,000,000 | USD 0 | No Load | CLASS Y | No |
| IVY MID CAP GROWTH FUND | WMGYX | Equity | USD 1,000,000 | USD 0 | No Load | CLASS Y | No |
| IVY TAX-MANAGED EQUITY FUND | WYTMX | Equity | USD 1,000,000 | USD 0 | No Load | CLASS I | Yes |
| IVY EUROPEAN OPPORTUNITIES FUND | IEOIX | Stock | USD 1,000,000 | USD 0 | No Load | CLASS I | Yes |
| IVY DIVIDEND OPPORTUNITIES FUND | IVDYX | Stock | USD 1,000,000 | USD 0 | No Load | CLASS Y | No |
| IVY CUNDILL GLOBAL VALUE FUND | ICDYX | Stock | USD 1,000,000 | USD 0 | No Load | CLASS Y | No |
| IVY EUROPEAN OPPORTUNITIES FUND | IEOYX | Stock | USD 1,000,000 | USD 0 | No Load | CLASS Y | No |
| IVY NATURAL RESOURCES FUND | IGNYX | Equity | USD 1,000,000 | USD 0 | No Load | CLASS Y | No |
| IVY GLOBAL GROWTH FUND | IVIYX | Stock | USD 1,000,000 | USD 0 | No Load | CLASS Y | No |
| IVY INTERNATIONAL CORE EQUITY FUND | IVVYX | Equity | USD 1,000,000 | USD 0 | No Load | CLASS Y | No |
| IVY EMERGING MARKETS EQUITY FUND | IPOYX | Stock | USD 1,000,000 | USD 0 | No Load | CLASS Y | No |
| IVY ADVANTUS BOND FUND | IBOYX | Bond | USD 1,000,000 | USD 0 | No Load | CLASS Y | No |
| IVY VALUE FUND | IYVYX | Equity | USD 1,000,000 | USD 0 | No Load | CLASS Y | No |
| IVY GLOBAL INCOME ALLOCATION FUND | IVBYX | Balanced | USD 1,000,000 | USD 0 | No Load | CLASS Y | No |
| IVY ADVANTUS REAL ESTATE SECURITIES FUND | IRSYX | Equity | USD 1,000,000 | USD 0 | No Load | CLASS Y | No |
| IVY BALANCED FUND | IBNYX | Balanced | USD 1,000,000 | USD 0 | No Load | CLASS Y | No |
| IVY SMALL CAP CORE FUND | IYSYX | Equity | USD 1,000,000 | USD 0 | No Load | CLASS Y | No |
| IVY MANAGED INTERNATIONAL OPPORTUNITIES FUND | IVTIX | Stock | USD 1,000,000 | USD 0 | No Load | CLASS I | Yes |
| IVY MANAGED INTERNATIONAL OPPORTUNITIES FUND | IVTYX | Stock | USD 1,000,000 | USD 0 | No Load | CLASS Y | No |
| IVY SCIENCE AND TECHNOLOGY FUND | ISTIX | Equity | USD 1,000,000 | USD 0 | No Load | CLASS I | Yes |
| IVY EMERGING MARKETS EQUITY FUND | IPOIX | Stock | USD 1,000,000 | USD 0 | No Load | CLASS I | Yes |
| IVY INTERNATIONAL CORE EQUITY FUND | ICEIX | Equity | USD 1,000,000 | USD 0 | No Load | CLASS I | Yes |
| IVY CORE EQUITY FUND | ICIEX | Equity | USD 1,000,000 | USD 0 | No Load | CLASS I | Yes |
| IVY CUNDILL GLOBAL VALUE FUND | ICVIX | Stock | USD 1,000,000 | USD 0 | No Load | CLASS I | Yes |
| IVY DIVIDEND OPPORTUNITIES FUND | IVDIX | Stock | USD 1,000,000 | USD 0 | No Load | CLASS I | Yes |
| IVY ENERGY FUND | IVEIX | Equity | USD 1,000,000 | USD 0 | No Load | CLASS I | Yes |
| IVY HIGH INCOME FUND | IVHIX | Bond | USD 1,000,000 | USD 0 | No Load | CLASS I | Yes |
| IVY SMALL CAP CORE FUND | IVVIX | Equity | USD 1,000,000 | USD 0 | No Load | CLASS I | Yes |
| IVY VALUE FUND | IYAIX | Equity | USD 1,000,000 | USD 0 | No Load | CLASS I | Yes |
| IVY BALANCED FUND | IYBIX | Balanced | USD 1,000,000 | USD 0 | No Load | CLASS I | Yes |
| IVY LARGE CAP GROWTH FUND | IYGIX | Equity | USD 1,000,000 | USD 0 | No Load | CLASS I | Yes |
| IVY MID CAP GROWTH FUND | IYMIX | Equity | USD 1,000,000 | USD 0 | No Load | CLASS I | Yes |
| IVY SMALL CAP GROWTH FUND | IYSIX | Equity | USD 1,000,000 | USD 0 | No Load | CLASS I | Yes |
| IVY ADVANTUS BOND FUND | IVBIX | Bond | USD 1,000,000 | USD 0 | No Load | CLASS I | Yes |
| IVY GLOBAL GROWTH FUND | IGIIX | Stock | USD 1,000,000 | USD 0 | No Load | CLASS I | Yes |
| IVY NATURAL RESOURCES FUND | IGNIX | Equity | USD 1,000,000 | USD 0 | No Load | CLASS I | Yes |
| IVY GLOBAL INCOME ALLOCATION FUND | IIBIX | Balanced | USD 1,000,000 | USD 0 | No Load | CLASS I | Yes |
| IVY LIMITED-TERM BOND FUND | ILTIX | Bond | USD 1,000,000 | USD 0 | No Load | CLASS I | Yes |
| IVY ADVANTUS REAL ESTATE SECURITIES FUND | IREIX | Equity | USD 1,000,000 | USD 0 | No Load | CLASS I | Yes |
| IVY ENERGY FUND | IEYYX | Equity | USD 1,000,000 | USD 0 | No Load | CLASS Y | No |
| IVY GLOBAL BOND FUND | IVSIX | Bond | USD 1,000,000 | USD 0 | No Load | CLASS I | Yes |
| IVY GLOBAL BOND FUND | IVSYX | Bond | USD 1,000,000 | USD 0 | No Load | CLASS Y | No |
| IVY MICRO CAP GROWTH FUND | IGWIX | Equity | USD 1,000,000 | USD 0 | No Load | CLASS I | Yes |
| IVY MICRO CAP GROWTH FUND | IGWYX | Equity | USD 1,000,000 | USD 0 | No Load | CLASS Y | No |
| IVY TAX-MANAGED EQUITY FUND | IYEYX | Equity | USD 1,000,000 | USD 0 | No Load | CLASS Y | No |
| IVY MUNICIPAL HIGH INCOME FUND | IYIYX | Bond | USD 1,000,000 | USD 0 | No Load | CLASS Y | No |
| IVY MUNICIPAL BOND FUND | IMBIX | Bond | USD 1,000,000 | USD 0 | No Load | CLASS I | Yes |
| IVY LASALLE GLOBAL REAL ESTATE FUND | IRESX | Equity | USD 1,000,000 | USD 0 | No Load | CLASS I | Yes |
| IVY LASALLE GLOBAL REAL ESTATE FUND | IREYX | Equity | USD 1,000,000 | USD 0 | No Load | CLASS Y | No |
| IVY LASALLE GLOBAL RISK-MANAGED REAL ESTATE FUND | IVIRX | Equity | USD 1,000,000 | USD 0 | No Load | CLASS I | Yes |
| IVY LASALLE GLOBAL RISK-MANAGED REAL ESTATE FUND | IVRYX | Equity | USD 1,000,000 | USD 0 | No Load | CLASS Y | No |
| IVY GLOBAL EQUITY INCOME FUND | IBIIX | Stock | USD 1,000,000 | USD 0 | No Load | CLASS I | Yes |
| IVY GLOBAL EQUITY INCOME FUND | IBIYX | Stock | USD 1,000,000 | USD 0 | No Load | CLASS Y | No |
| IVY FUNDS WR ADVISORS ACCUMULATIVE FUND | UNACX | Equity | USD 1,000,000 | USD 750 | Front-End Load | CLASS A | No |
| IVY FUNDS WR ADVISORS BOND FUND | UNBDX | Bond | USD 1,000,000 | USD 750 | Front-End Load | CLASS A | No |
| IVY PICTET EMERGING MARKETS LOCAL CURRENCY DEBT FUND | IECIX | Bond | USD 1,000,000 | USD 0 | No Load | CLASS I | Yes |
| IVY PICTET EMERGING MARKETS LOCAL CURRENCY DEBT FUND | IECYX | Bond | USD 1,000,000 | USD 0 | No Load | CLASS Y | No |
| IVY PICTET EMERGING MARKETS LOCAL CURRENCY DEBT FUND | IECAX | Bond | USD 1,000,000 | USD 750 | Front-End Load | CLASS A | No |
| IVY MID CAP INCOME OPPORTUNITIES FUND | IVOIX | Stock | USD 1,000,000 | USD 0 | No Load | CLASS I | Yes |
| IVY MID CAP INCOME OPPORTUNITIES FUND | IVOAX | Stock | USD 1,000,000 | USD 750 | Front-End Load | CLASS A | No |
| IVY MID CAP INCOME OPPORTUNITIES FUND | IVOYX | Stock | USD 1,000,000 | USD 0 | No Load | CLASS Y | No |
| IVY APOLLO MULTI-ASSET INCOME | IMAYX | Mixed Investments | USD 1,000,000 | USD 0 | No Load | CLASS Y | No |
| IVY APOLLO STRATEGIC INCOME FUND | IYPOX | Bond | USD 1,000,000 | USD 0 | No Load | CLASS Y | No |
| IVY APOLLO STRATEGIC INCOME FUND | IAPOX | Bond | USD 1,000,000 | USD 750 | Front-End Load | CLASS A | No |
| IVY APOLLO MULTI-ASSET INCOME | IMAAX | Mixed Investments | USD 1,000,000 | USD 750 | Front-End Load | CLASS A | No |
| IVY PICTET TARGETED RETURN BOND FUND | IRBAX | Bond | USD 1,000,000 | USD 750 | Front-End Load | CLASS A | No |
| IVY PICTET TARGETED RETURN BOND FUND | IRBYX | Bond | USD 1,000,000 | USD 0 | No Load | CLASS Y | No |
| IVY CALIFORNIA MUNICIPAL HIGH INCOME FUND | IMHYX | Bond | USD 1,000,000 | USD 0 | No Load | CLASS Y | No |
| IVY CROSSOVER CREDIT FUND | ICKYX | Bond | USD 1,000,000 | USD 0 | No Load | CLASS Y | No |
Notes: