Series and Classes/Contracts Information:
Existing | |||
Status | Name | Ticker Symbol | |
CIK 0000052858 | |||
Series S000006351 | Ivy Balanced Fund | ||
Class/Contract C000017450 | Class A | IBNAX | |
Class/Contract C000017451 | Class B | IBNBX | |
Class/Contract C000017452 | Class C | IBNCX | |
Class/Contract C000017453 | Class Y | IBNYX | |
Class/Contract C000043909 | Class E | ||
Class/Contract C000045551 | Class I | ||
Status | Name | Ticker Symbol | |
CIK 0000052858 | |||
Series S000006352 | Ivy International Core Equity Fund | ||
Class/Contract C000017454 | Class A | IVIAX | |
Class/Contract C000017455 | Class B | IIFBX | |
Class/Contract C000017456 | Class C | IVIFX | |
Class/Contract C000017457 | Class Y | IVVYX | |
Class/Contract C000017458 | Advisor Class | IVIVX | |
Class/Contract C000043910 | Class E | ||
Class/Contract C000045552 | Class I | ||
Status | Name | Ticker Symbol | |
CIK 0000052858 | |||
Series S000006353 | Ivy Mortgage Securities Fund | ||
Class/Contract C000017459 | Class A | IYMAX | |
Class/Contract C000017460 | Class B | IYMBX | |
Class/Contract C000017461 | Class C | IYMCX | |
Class/Contract C000017462 | Class Y | IYMYX | |
Class/Contract C000043911 | Class E | ||
Class/Contract C000045553 | Class I | ||
Status | Name | Ticker Symbol | |
CIK 0000052858 | |||
Series S000006354 | Ivy Pacific Opportunities Fund | ||
Class/Contract C000017463 | Class A | IPOAX | |
Class/Contract C000017464 | Class B | IPOBX | |
Class/Contract C000017465 | Class C | IPOCX | |
Class/Contract C000017466 | Class Y | IPOYX | |
Class/Contract C000017467 | Advisor Class | IPOVX | |
Class/Contract C000043912 | Class E | ||
Class/Contract C000045554 | Class I | ||
Status | Name | Ticker Symbol | |
CIK 0000052858 | |||
Series S000006355 | Ivy Real Estate Securities Fund | ||
Class/Contract C000017468 | Class R | ||
Class/Contract C000017469 | Class A | IRSAX | |
Class/Contract C000017470 | Class B | IRSBX | |
Class/Contract C000017471 | Class C | IRSCX | |
Class/Contract C000017472 | Class Y | IRSYX | |
Class/Contract C000043913 | Class E | ||
Class/Contract C000045555 | Class I | ||
Status | Name | Ticker Symbol | |
CIK 0000052858 | |||
Series S000006356 | Ivy Small Cap Value Fund | ||
Class/Contract C000017473 | Class A | IYSAX | |
Class/Contract C000017474 | Class B | IYSBX | |
Class/Contract C000017475 | Class C | IYSCX | |
Class/Contract C000017476 | Class Y | IYSYX | |
Class/Contract C000043914 | Class E | ||
Class/Contract C000045556 | Class I | ||
Status | Name | Ticker Symbol | |
CIK 0000052858 | |||
Series S000006357 | Ivy Value Fund | ||
Class/Contract C000017477 | Class A | IYVAX | |
Class/Contract C000017478 | Class B | IYVBX | |
Class/Contract C000017479 | Class C | IYVCX | |
Class/Contract C000017480 | Class Y | IYVYX | |
Class/Contract C000043915 | Class E | ||
Class/Contract C000045557 | Class I | ||
Status | Name | Ticker Symbol | |
CIK 0000052858 | |||
Series S000006358 | Ivy Bond Fund | ||
Class/Contract C000017481 | Class A | IBOAX | |
Class/Contract C000017482 | Class B | IBOBX | |
Class/Contract C000017483 | Class C | IBOCX | |
Class/Contract C000017484 | Class Y | IBOYX | |
Class/Contract C000043916 | Class E | ||
Class/Contract C000045558 | Class I | ||
Status | Name | Ticker Symbol | |
CIK 0000052858 | |||
Series S000006360 | Ivy Cundill Global Value Fund | ||
Class/Contract C000017488 | Class II | ||
Class/Contract C000017489 | Class A | ICDAX | |
Class/Contract C000017490 | Class B | ICDBX | |
Class/Contract C000017491 | Class C | ICDCX | |
Class/Contract C000017492 | Class Y | ICDYX | |
Class/Contract C000017493 | Advisor Class | ICDVX | |
Class/Contract C000043917 | Class E | ||
Class/Contract C000045559 | Class I | ||
Status | Name | Ticker Symbol | |
CIK 0000052858 | |||
Series S000006361 | Ivy Dividend Opportunities Fund | ||
Class/Contract C000017494 | Class A | IVDAX | |
Class/Contract C000017495 | Class B | IVDBX | |
Class/Contract C000017496 | Class C | IVDCX | |
Class/Contract C000017497 | Class Y | IVDYX | |
Class/Contract C000043918 | Class E | ||
Class/Contract C000045560 | Class I | ||
Status | Name | Ticker Symbol | |
CIK 0000052858 | |||
Series S000006362 | Ivy European Opportunities Fund | ||
Class/Contract C000017498 | Class A | IEOAX | |
Class/Contract C000017499 | Class B | IEOBX | |
Class/Contract C000017500 | Class C | IEOCX | |
Class/Contract C000017501 | Class Y | IEOYX | |
Class/Contract C000017502 | Advisor Class | IEOVX | |
Class/Contract C000043919 | Class E | ||
Class/Contract C000045561 | Class I | ||
Status | Name | Ticker Symbol | |
CIK 0000052858 | |||
Series S000006363 | Ivy Global Natural Resources Fund | ||
Class/Contract C000017503 | Class R | ||
Class/Contract C000017504 | Class A | IGNAX | |
Class/Contract C000017505 | Class B | IGNBX | |
Class/Contract C000017506 | Class C | IGNCX | |
Class/Contract C000017507 | Class Y | IGNYX | |
Class/Contract C000017508 | Advisor Class | IGNVX | |
Class/Contract C000043920 | Class E | ||
Class/Contract C000045562 | Class I | ||
Status | Name | Ticker Symbol | |
CIK 0000052858 | |||
Series S000006364 | Ivy International Growth Fund | ||
Class/Contract C000017509 | Advisor Class | ||
Class/Contract C000017510 | Class A | IVINX | |
Class/Contract C000017511 | Class B | IVIBX | |
Class/Contract C000017512 | Class C | IVNCX | |
Class/Contract C000017513 | Class Y | IVIYX | |
Class/Contract C000017514 | Class II | IVIIX | |
Class/Contract C000043921 | Class E | ||
Class/Contract C000045563 | Class I | ||
Status | Name | Ticker Symbol | |
CIK 0000052858 | |||
Series S000006365 | Ivy International Balanced Fund | ||
Class/Contract C000017515 | Class A | IVBAX | |
Class/Contract C000017516 | Class B | IVBBX | |
Class/Contract C000017517 | Class C | IVBCX | |
Class/Contract C000017518 | Class Y | IVBYX | |
Class/Contract C000043922 | Class E | ||
Class/Contract C000045564 | Class I | ||
Status | Name | Ticker Symbol | |
CIK 0000052858 | |||
Series S000016724 | Ivy Managed European/Pacific Fund | ||
Class/Contract C000046720 | Class A | ||
Class/Contract C000046721 | Class B | ||
Class/Contract C000046722 | Class C | ||
Class/Contract C000046723 | Class E | ||
Class/Contract C000046724 | Class I | ||
Class/Contract C000046725 | Class Y | ||
Status | Name | Ticker Symbol | |
CIK 0000052858 | |||
Series S000016725 | Ivy Managed International Opportunities Fund | ||
Class/Contract C000046726 | Class E | ||
Class/Contract C000046727 | Class I | ||
Class/Contract C000046728 | Class Y | ||
Class/Contract C000046729 | Class A | ||
Class/Contract C000046730 | Class B | ||
Class/Contract C000046731 | Class C | ||
Status | Name | Ticker Symbol | |
CIK 0000052858 | |||
Series S000021589 | Ivy Global Bond Fund | ||
Class/Contract C000061854 | Class A | ||
Class/Contract C000061855 | Class B | ||
Class/Contract C000061856 | Class C | ||
Class/Contract C000061857 | Class I | ||
Class/Contract C000061858 | Class Y | ||
Status | Name | Ticker Symbol | |
CIK 0000883622 | |||
Series S000006283 | Ivy Asset Strategy Fund | ||
Class/Contract C000017255 | Class A | WASAX | |
Class/Contract C000017256 | Class B | WASBX | |
Class/Contract C000017257 | Class C | WASCX | |
Class/Contract C000017258 | Class Y | WASYX | |
Class/Contract C000043898 | Class E | ||
Class/Contract C000045541 | Class I | ||
Class/Contract C000066833 | Class R shares | ||
Status | Name | Ticker Symbol | |
CIK 0000883622 | |||
Series S000006284 | Ivy Municipal Bond Fund | ||
Class/Contract C000017259 | Class A | WMBAX | |
Class/Contract C000017260 | Class B | WMBBX | |
Class/Contract C000017261 | Class C | WMBCX | |
Class/Contract C000017262 | Class Y | WMBYX | |
Status | Name | Ticker Symbol | |
CIK 0000883622 | |||
Series S000006285 | Ivy Science and Technology Fund | ||
Class/Contract C000017263 | Class R | ||
Class/Contract C000017264 | Class A | WSTAX | |
Class/Contract C000017265 | Class B | WSTBX | |
Class/Contract C000017266 | Class C | WSTCX | |
Class/Contract C000017267 | Class Y | WSTYX | |
Class/Contract C000043899 | Class E | ||
Class/Contract C000045542 | Class I | ||
Status | Name | Ticker Symbol | |
CIK 0000883622 | |||
Series S000006286 | Ivy Small Cap Growth Fund | ||
Class/Contract C000017268 | Class R | ||
Class/Contract C000017269 | Class A | WSGAX | |
Class/Contract C000017270 | Class B | WSGBX | |
Class/Contract C000017271 | Class C | WRGCX | |
Class/Contract C000017272 | Class Y | WSCYX | |
Class/Contract C000043900 | Class E | ||
Class/Contract C000045543 | Class I | ||
Status | Name | Ticker Symbol | |
CIK 0000883622 | |||
Series S000006287 | Ivy Capital Appreciation Fund | ||
Class/Contract C000017273 | Class A | WMEAX | |
Class/Contract C000017274 | Class B | WMEBX | |
Class/Contract C000017275 | Class C | WMECX | |
Class/Contract C000017276 | Class Y | WMEYX | |
Class/Contract C000043901 | Class E | ||
Class/Contract C000045544 | Class I | ||
Status | Name | Ticker Symbol | |
CIK 0000883622 | |||
Series S000006288 | Ivy Core Equity Fund | ||
Class/Contract C000017277 | Class A | WCEAX | |
Class/Contract C000017278 | Class B | WCEBX | |
Class/Contract C000017279 | Class C | WTRCX | |
Class/Contract C000017280 | Class Y | WCEYX | |
Class/Contract C000043902 | Class E | ||
Class/Contract C000045545 | Class I | ||
Status | Name | Ticker Symbol | |
CIK 0000883622 | |||
Series S000006289 | Ivy High Income Fund | ||
Class/Contract C000017281 | Class A | WHIAX | |
Class/Contract C000017282 | Class B | WHIBX | |
Class/Contract C000017283 | Class C | WRHIX | |
Class/Contract C000017284 | Class Y | WHIYX | |
Class/Contract C000043903 | Class E | ||
Class/Contract C000045546 | Class I | ||
Status | Name | Ticker Symbol | |
CIK 0000883622 | |||
Series S000006291 | Ivy Large Cap Growth Fund | ||
Class/Contract C000017289 | Class R | ||
Class/Contract C000017290 | Class A | WLGAX | |
Class/Contract C000017291 | Class B | WLGBX | |
Class/Contract C000017292 | Class C | WLGCX | |
Class/Contract C000017293 | Class Y | WLGYX | |
Class/Contract C000043904 | Class E | ||
Class/Contract C000045547 | Class I | ||
Status | Name | Ticker Symbol | |
CIK 0000883622 | |||
Series S000006292 | Ivy Limited-Term Bond Fund | ||
Class/Contract C000017294 | Class A | WLTAX | |
Class/Contract C000017295 | Class B | WLTBX | |
Class/Contract C000017296 | Class C | WLBCX | |
Class/Contract C000017297 | Class Y | WLTYX | |
Class/Contract C000043905 | Class E | ||
Class/Contract C000045548 | Class I | ||
Status | Name | Ticker Symbol | |
CIK 0000883622 | |||
Series S000006293 | Ivy Mid Cap Growth Fund | ||
Class/Contract C000017298 | Class R | ||
Class/Contract C000017299 | Class A | WMGAX | |
Class/Contract C000017300 | Class B | WMGBX | |
Class/Contract C000017301 | Class C | WMGCX | |
Class/Contract C000017302 | Class Y | WMGYX | |
Class/Contract C000043906 | Class E | ||
Class/Contract C000045549 | Class I | ||
Status | Name | Ticker Symbol | |
CIK 0000883622 | |||
Series S000006294 | Ivy Money Market Fund | ||
Class/Contract C000017303 | Class A | WRAXX | |
Class/Contract C000017304 | Class B | WRBXX | |
Class/Contract C000017305 | Class C | WRCXX | |
Class/Contract C000043907 | Class E | ||
Status | Name | Ticker Symbol | |
CIK 0000883622 | |||
Series S000011242 | Ivy Energy Fund | ||
Class/Contract C000030961 | Class A | IEYAX | |
Class/Contract C000030962 | Class B | IEYBX | |
Class/Contract C000030963 | Class C | IEYCX | |
Class/Contract C000030964 | Class Y | IEYYX | |
Class/Contract C000043908 | Class E | ||
Class/Contract C000045550 | Class I |
IRS No.: 046006759 | State of Incorp.: MA | Fiscal Year End: 1231
Type: DEF 14A | Act: 34 | File No.: 811-01028 | Film No.: 081198920
IRS No.: 481112076 | State of Incorp.: MD | Fiscal Year End: 0331
Type: DEF 14A | Act: 34 | File No.: 811-06569 | Film No.: 081198921