Mutual Funds

Ivy Funds

Exchange Hours Website
9:30 - 15:59 ET www.ivyfunds.com


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Investment
Type
Large
Notify
Initial Investment
Minimum1
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:

  1. Advisor minimums may be lower.