| Exchange Hours | Website |
|---|---|
| 9:30 - 15:59 ET | www.ivyinvestments.com |
| Fund | Symbol | Initial Investment Minimum1 |
Advisor Initial Minimum1 |
Investment Type |
Load Type |
Share Class |
Transaction Fee |
|---|---|---|---|---|---|---|---|
| IVY ASSET STRATEGY FUND | WASAX | USD 750 | USD 0 | Alternatives | Front-End Load | CLASS A | No |
| IVY ASSET STRATEGY FUND | IVAEX | USD 0 | USD 0 | Alternatives | No Load | CLASS I | Yes |
| IVY NATURAL RESOURCES FUND | IGNAX | USD 750 | USD 0 | Equity | Front-End Load | CLASS A | No |
| IVY GLOBAL GROWTH FUND | IVINX | USD 750 | USD 0 | Stock | Front-End Load | CLASS A | No |
| IVY BALANCED FUND | IBNAX | USD 750 | USD 0 | Balanced | Front-End Load | CLASS A | No |
| IVY ADVANTUS BOND FUND | IBOAX | USD 750 | USD 0 | Bond | Front-End Load | CLASS A | No |
| IVY EMERGING MARKETS EQUITY FUND | IPOAX | USD 750 | USD 0 | Stock | Front-End Load | CLASS A | No |
| IVY GLOBAL INCOME ALLOCATION FUND | IVBAX | USD 750 | USD 0 | Balanced | Front-End Load | CLASS A | No |
| IVY VALUE FUND | IYVAX | USD 750 | USD 0 | Equity | Front-End Load | CLASS A | No |
| IVY SMALL CAP CORE FUND | IYSAX | USD 750 | USD 0 | Equity | Front-End Load | CLASS A | No |
| IVY INTERNATIONAL CORE EQUITY FUND | IVIAX | USD 750 | USD 0 | Equity | Front-End Load | CLASS A | No |
| IVY EUROPEAN OPPORTUNITIES FUND | IEOAX | USD 750 | USD 0 | Stock | Front-End Load | CLASS A | No |
| IVY HIGH INCOME FUND | WHIAX | USD 750 | USD 0 | Bond | Front-End Load | CLASS A | No |
| IVY LIMITED-TERM BOND FUND | WLTAX | USD 750 | USD 0 | Bond | Front-End Load | CLASS A | No |
| IVY MUNICIPAL BOND FUND | WMBAX | USD 750 | USD 0 | Bond | Front-End Load | CLASS A | No |
| IVY GOVERNMENT MONEY MARKET FUND | WRAXX | USD 10,000 | USD 0 | Money Market | No Load | CLASS A | Yes |
| IVY LARGE CAP GROWTH FUND | WLGAX | USD 750 | USD 0 | Equity | Front-End Load | CLASS A | No |
| IVY MID CAP GROWTH FUND | WMGAX | USD 750 | USD 0 | Equity | Front-End Load | CLASS A | No |
| IVY SMALL CAP GROWTH FUND | WSGAX | USD 750 | USD 0 | Equity | Front-End Load | CLASS A | No |
| IVY SCIENCE AND TECHNOLOGY FUND | WSTAX | USD 750 | USD 0 | Equity | Front-End Load | CLASS A | No |
| IVY CORE EQUITY FUND | WCEAX | USD 750 | USD 0 | Equity | Front-End Load | CLASS A | No |
| IVY CUNDILL GLOBAL VALUE FUND | ICDAX | USD 750 | USD 0 | Stock | Front-End Load | CLASS A | No |
| IVY ADVANTUS REAL ESTATE SECURITIES FUND | IRSAX | USD 750 | USD 0 | Equity | Front-End Load | CLASS A | No |
| IVY DIVIDEND OPPORTUNITIES FUND | IVDAX | USD 750 | USD 0 | Stock | Front-End Load | CLASS A | No |
| IVY MANAGED INTERNATIONAL OPPORTUNITIES FUND | IVTAX | USD 750 | USD 0 | Stock | Front-End Load | CLASS A | No |
| IVY ENERGY FUND | IEYAX | USD 750 | USD 0 | Equity | Front-End Load | CLASS A | No |
| IVY GLOBAL BOND FUND | IVSAX | USD 750 | USD 0 | Bond | Front-End Load | CLASS A | No |
| IVY MICRO CAP GROWTH FUND | IGWAX | USD 750 | USD 0 | Equity | Front-End Load | CLASS A | No |
| IVY TAX-MANAGED EQUITY FUND | IYEAX | USD 750 | USD 0 | Equity | Front-End Load | CLASS A | No |
| IVY MUNICIPAL HIGH INCOME FUND | IYIAX | USD 750 | USD 0 | Bond | Front-End Load | CLASS A | No |
| IVY LASALLE GLOBAL REAL ESTATE FUND | IREAX | USD 750 | USD 0 | Equity | Front-End Load | CLASS A | No |
| IVY LASALLE GLOBAL RISK-MANAGED REAL ESTATE FUND | IVRAX | USD 750 | USD 0 | Equity | Front-End Load | CLASS A | No |
| IVY GLOBAL EQUITY INCOME FUND | IBIAX | USD 750 | USD 0 | Stock | Front-End Load | CLASS A | No |
| IVY MUNICIPAL HIGH INCOME FUND | WYMHX | USD 0 | USD 0 | Bond | No Load | CLASS I | Yes |
| IVY ASSET STRATEGY FUND | WASYX | USD 0 | USD 0 | Alternatives | No Load | CLASS Y | No |
| IVY SMALL CAP GROWTH FUND | WSCYX | USD 0 | USD 0 | Equity | No Load | CLASS Y | No |
| IVY LIMITED-TERM BOND FUND | WLTYX | USD 0 | USD 0 | Bond | No Load | CLASS Y | No |
| IVY CORE EQUITY FUND | WCEYX | USD 0 | USD 0 | Equity | No Load | CLASS Y | No |
| IVY HIGH INCOME FUND | WHIYX | USD 0 | USD 0 | Bond | No Load | CLASS Y | No |
| IVY SCIENCE AND TECHNOLOGY FUND | WSTYX | USD 0 | USD 0 | Equity | No Load | CLASS Y | No |
| IVY MUNICIPAL BOND FUND | WMBYX | USD 0 | USD 0 | Bond | No Load | CLASS Y | No |
| IVY LARGE CAP GROWTH FUND | WLGYX | USD 0 | USD 0 | Equity | No Load | CLASS Y | No |
| IVY MID CAP GROWTH FUND | WMGYX | USD 0 | USD 0 | Equity | No Load | CLASS Y | No |
| IVY TAX-MANAGED EQUITY FUND | WYTMX | USD 0 | USD 0 | Equity | No Load | CLASS I | Yes |
| IVY EUROPEAN OPPORTUNITIES FUND | IEOIX | USD 0 | USD 0 | Stock | No Load | CLASS I | Yes |
| IVY DIVIDEND OPPORTUNITIES FUND | IVDYX | USD 0 | USD 0 | Stock | No Load | CLASS Y | No |
| IVY CUNDILL GLOBAL VALUE FUND | ICDYX | USD 0 | USD 0 | Stock | No Load | CLASS Y | No |
| IVY EUROPEAN OPPORTUNITIES FUND | IEOYX | USD 0 | USD 0 | Stock | No Load | CLASS Y | No |
| IVY NATURAL RESOURCES FUND | IGNYX | USD 0 | USD 0 | Equity | No Load | CLASS Y | No |
| IVY GLOBAL GROWTH FUND | IVIYX | USD 0 | USD 0 | Stock | No Load | CLASS Y | No |
| IVY INTERNATIONAL CORE EQUITY FUND | IVVYX | USD 0 | USD 0 | Equity | No Load | CLASS Y | No |
| IVY EMERGING MARKETS EQUITY FUND | IPOYX | USD 0 | USD 0 | Stock | No Load | CLASS Y | No |
| IVY ADVANTUS BOND FUND | IBOYX | USD 0 | USD 0 | Bond | No Load | CLASS Y | No |
| IVY VALUE FUND | IYVYX | USD 0 | USD 0 | Equity | No Load | CLASS Y | No |
| IVY GLOBAL INCOME ALLOCATION FUND | IVBYX | USD 0 | USD 0 | Balanced | No Load | CLASS Y | No |
| IVY ADVANTUS REAL ESTATE SECURITIES FUND | IRSYX | USD 0 | USD 0 | Equity | No Load | CLASS Y | No |
| IVY BALANCED FUND | IBNYX | USD 0 | USD 0 | Balanced | No Load | CLASS Y | No |
| IVY SMALL CAP CORE FUND | IYSYX | USD 0 | USD 0 | Equity | No Load | CLASS Y | No |
| IVY MANAGED INTERNATIONAL OPPORTUNITIES FUND | IVTIX | USD 0 | USD 0 | Stock | No Load | CLASS I | Yes |
| IVY MANAGED INTERNATIONAL OPPORTUNITIES FUND | IVTYX | USD 0 | USD 0 | Stock | No Load | CLASS Y | No |
| IVY SCIENCE AND TECHNOLOGY FUND | ISTIX | USD 0 | USD 0 | Equity | No Load | CLASS I | Yes |
| IVY EMERGING MARKETS EQUITY FUND | IPOIX | USD 0 | USD 0 | Stock | No Load | CLASS I | Yes |
| IVY INTERNATIONAL CORE EQUITY FUND | ICEIX | USD 0 | USD 0 | Equity | No Load | CLASS I | Yes |
| IVY CORE EQUITY FUND | ICIEX | USD 0 | USD 0 | Equity | No Load | CLASS I | Yes |
| IVY CUNDILL GLOBAL VALUE FUND | ICVIX | USD 0 | USD 0 | Stock | No Load | CLASS I | Yes |
| IVY DIVIDEND OPPORTUNITIES FUND | IVDIX | USD 0 | USD 0 | Stock | No Load | CLASS I | Yes |
| IVY ENERGY FUND | IVEIX | USD 0 | USD 0 | Equity | No Load | CLASS I | Yes |
| IVY HIGH INCOME FUND | IVHIX | USD 0 | USD 0 | Bond | No Load | CLASS I | Yes |
| IVY SMALL CAP CORE FUND | IVVIX | USD 0 | USD 0 | Equity | No Load | CLASS I | Yes |
| IVY VALUE FUND | IYAIX | USD 0 | USD 0 | Equity | No Load | CLASS I | Yes |
| IVY BALANCED FUND | IYBIX | USD 0 | USD 0 | Balanced | No Load | CLASS I | Yes |
| IVY LARGE CAP GROWTH FUND | IYGIX | USD 0 | USD 0 | Equity | No Load | CLASS I | Yes |
| IVY MID CAP GROWTH FUND | IYMIX | USD 0 | USD 0 | Equity | No Load | CLASS I | Yes |
| IVY SMALL CAP GROWTH FUND | IYSIX | USD 0 | USD 0 | Equity | No Load | CLASS I | Yes |
| IVY ADVANTUS BOND FUND | IVBIX | USD 0 | USD 0 | Bond | No Load | CLASS I | Yes |
| IVY GLOBAL GROWTH FUND | IGIIX | USD 0 | USD 0 | Stock | No Load | CLASS I | Yes |
| IVY NATURAL RESOURCES FUND | IGNIX | USD 0 | USD 0 | Equity | No Load | CLASS I | Yes |
| IVY GLOBAL INCOME ALLOCATION FUND | IIBIX | USD 0 | USD 0 | Balanced | No Load | CLASS I | Yes |
| IVY LIMITED-TERM BOND FUND | ILTIX | USD 0 | USD 0 | Bond | No Load | CLASS I | Yes |
| IVY ADVANTUS REAL ESTATE SECURITIES FUND | IREIX | USD 0 | USD 0 | Equity | No Load | CLASS I | Yes |
| IVY ENERGY FUND | IEYYX | USD 0 | USD 0 | Equity | No Load | CLASS Y | No |
| IVY GLOBAL BOND FUND | IVSIX | USD 0 | USD 0 | Bond | No Load | CLASS I | Yes |
| IVY GLOBAL BOND FUND | IVSYX | USD 0 | USD 0 | Bond | No Load | CLASS Y | No |
| IVY MICRO CAP GROWTH FUND | IGWIX | USD 0 | USD 0 | Equity | No Load | CLASS I | Yes |
| IVY MICRO CAP GROWTH FUND | IGWYX | USD 0 | USD 0 | Equity | No Load | CLASS Y | No |
| IVY TAX-MANAGED EQUITY FUND | IYEYX | USD 0 | USD 0 | Equity | No Load | CLASS Y | No |
| IVY MUNICIPAL HIGH INCOME FUND | IYIYX | USD 0 | USD 0 | Bond | No Load | CLASS Y | No |
| IVY MUNICIPAL BOND FUND | IMBIX | USD 0 | USD 0 | Bond | No Load | CLASS I | Yes |
| IVY LASALLE GLOBAL REAL ESTATE FUND | IRESX | USD 0 | USD 0 | Equity | No Load | CLASS I | Yes |
| IVY LASALLE GLOBAL REAL ESTATE FUND | IREYX | USD 0 | USD 0 | Equity | No Load | CLASS Y | No |
| IVY LASALLE GLOBAL RISK-MANAGED REAL ESTATE FUND | IVIRX | USD 0 | USD 0 | Equity | No Load | CLASS I | Yes |
| IVY LASALLE GLOBAL RISK-MANAGED REAL ESTATE FUND | IVRYX | USD 0 | USD 0 | Equity | No Load | CLASS Y | No |
| IVY GLOBAL EQUITY INCOME FUND | IBIIX | USD 0 | USD 0 | Stock | No Load | CLASS I | Yes |
| IVY GLOBAL EQUITY INCOME FUND | IBIYX | USD 0 | USD 0 | Stock | No Load | CLASS Y | No |
| IVY FUNDS WR ADVISORS ACCUMULATIVE FUND | UNACX | USD 750 | USD 0 | Equity | Front-End Load | CLASS A | No |
| IVY FUNDS WR ADVISORS BOND FUND | UNBDX | USD 750 | USD 0 | Bond | Front-End Load | CLASS A | No |
| IVY PICTET EMERGING MARKETS LOCAL CURRENCY DEBT FUND | IECIX | USD 0 | USD 0 | Bond | No Load | CLASS I | Yes |
| IVY PICTET EMERGING MARKETS LOCAL CURRENCY DEBT FUND | IECYX | USD 0 | USD 0 | Bond | No Load | CLASS Y | No |
| IVY PICTET EMERGING MARKETS LOCAL CURRENCY DEBT FUND | IECAX | USD 750 | USD 0 | Bond | Front-End Load | CLASS A | No |
| IVY MID CAP INCOME OPPORTUNITIES FUND | IVOIX | USD 0 | USD 0 | Stock | No Load | CLASS I | Yes |
| IVY MID CAP INCOME OPPORTUNITIES FUND | IVOAX | USD 750 | USD 0 | Stock | Front-End Load | CLASS A | No |
| IVY MID CAP INCOME OPPORTUNITIES FUND | IVOYX | USD 0 | USD 0 | Stock | No Load | CLASS Y | No |
| IVY APOLLO MULTI-ASSET INCOME | IMAYX | USD 0 | USD 0 | Mixed Investments | No Load | CLASS Y | No |
| IVY APOLLO STRATEGIC INCOME FUND | IYPOX | USD 0 | USD 0 | Bond | No Load | CLASS Y | No |
| IVY APOLLO STRATEGIC INCOME FUND | IAPOX | USD 750 | USD 0 | Bond | Front-End Load | CLASS A | No |
| IVY APOLLO MULTI-ASSET INCOME | IMAAX | USD 750 | USD 0 | Mixed Investments | Front-End Load | CLASS A | No |
| IVY PICTET TARGETED RETURN BOND FUND | IRBAX | USD 750 | USD 0 | Bond | Front-End Load | CLASS A | No |
| IVY PICTET TARGETED RETURN BOND FUND | IRBYX | USD 0 | USD 0 | Bond | No Load | CLASS Y | No |
| IVY CALIFORNIA MUNICIPAL HIGH INCOME FUND | IMHYX | USD 0 | USD 0 | Bond | No Load | CLASS Y | No |
| IVY CROSSOVER CREDIT FUND | ICKYX | USD 0 | USD 0 | Bond | No Load | CLASS Y | No |
Notes:
