Series and Classes/Contracts Information:
Existing | |||
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 | IASEX | |
Class/Contract C000045541 | Class I | IVAEX | |
Class/Contract C000066833 | Class R shares | IASRX | |
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 | |
Class/Contract C000081154 | Class I | IMBIX | |
Status | Name | Ticker Symbol | |
CIK 0000883622 | |||
Series S000006285 | Ivy Science and Technology Fund | ||
Class/Contract C000017263 | Class R | WSTRX | |
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 | ISTEX | |
Class/Contract C000045542 | Class I | ISTIX | |
Status | Name | Ticker Symbol | |
CIK 0000883622 | |||
Series S000006286 | Ivy Small Cap Growth Fund | ||
Class/Contract C000017268 | Class R | WSGRX | |
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 | ISGEX | |
Class/Contract C000045543 | Class I | IYSIX | |
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 | IVCEX | |
Class/Contract C000045544 | Class I | IVAIX | |
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 | ICFEX | |
Class/Contract C000045545 | Class I | ICIEX | |
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 | IVHEX | |
Class/Contract C000045546 | Class I | IVHIX | |
Status | Name | Ticker Symbol | |
CIK 0000883622 | |||
Series S000006291 | Ivy Large Cap Growth Fund | ||
Class/Contract C000017289 | Class R | WLGRX | |
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 | ILCEX | |
Class/Contract C000045547 | Class I | IYGIX | |
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 | IVLEX | |
Class/Contract C000045548 | Class I | ILTIX | |
Status | Name | Ticker Symbol | |
CIK 0000883622 | |||
Series S000006293 | Ivy Mid Cap Growth Fund | ||
Class/Contract C000017298 | Class R | WMGRX | |
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 | IMCEX | |
Class/Contract C000045549 | Class I | IYMIX | |
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 | IVEXX | |
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 | IVEIX | |
Status | Name | Ticker Symbol | |
CIK 0000883622 | |||
Series S000024823 | Ivy Balanced Fund | ||
Class/Contract C000073854 | Class A | IBNAX | |
Class/Contract C000073855 | Class B | IBNBX | |
Class/Contract C000073856 | Class C | IBNCX | |
Class/Contract C000073857 | Class E | ||
Class/Contract C000073858 | Class I | IYBIX | |
Class/Contract C000073859 | Class Y | IBNYX | |
Status | Name | Ticker Symbol | |
CIK 0000883622 | |||
Series S000024824 | Ivy International Growth Fund | ||
Class/Contract C000073860 | Class A | IVINX | |
Class/Contract C000073861 | Class Y | IVIYX | |
Class/Contract C000073862 | Class B | IVIBX | |
Class/Contract C000073863 | Class C | IVNCX | |
Class/Contract C000073864 | Class E | ||
Class/Contract C000073865 | Class I | IGIIX | |
Status | Name | Ticker Symbol | |
CIK 0000883622 | |||
Series S000024825 | Ivy Managed European/Pacific Fund | ||
Class/Contract C000073866 | Class Y | IVMYX | |
Class/Contract C000073867 | Class A | IVMAX | |
Class/Contract C000073868 | Class B | IVMBX | |
Class/Contract C000073869 | Class C | IVMCX | |
Class/Contract C000073870 | Class E | ||
Class/Contract C000073871 | Class I | IVMIX | |
Status | Name | Ticker Symbol | |
CIK 0000883622 | |||
Series S000024826 | Ivy Managed International Opportunities Fund | ||
Class/Contract C000073872 | Class Y | IVTYX | |
Class/Contract C000073873 | Class A | IVTAX | |
Class/Contract C000073874 | Class B | IVTBX | |
Class/Contract C000073875 | Class C | IVTCX | |
Class/Contract C000073876 | Class E | ||
Class/Contract C000073877 | Class I | IVTIX | |
Status | Name | Ticker Symbol | |
CIK 0000883622 | |||
Series S000024827 | Ivy Micro Cap Growth Fund | ||
Class/Contract C000073878 | Class Y | IGWYX | |
Class/Contract C000073879 | Class A | IGWAX | |
Class/Contract C000073880 | Class B | IGWBX | |
Class/Contract C000073881 | Class C | IGWCX | |
Class/Contract C000073882 | Class I | IGWIX | |
Status | Name | Ticker Symbol | |
CIK 0000883622 | |||
Series S000024828 | Ivy Mortgage Securities Fund | ||
Class/Contract C000073883 | Class Y | IYMYX | |
Class/Contract C000073884 | Class A | IYMAX | |
Class/Contract C000073885 | Class B | IYMBX | |
Class/Contract C000073886 | Class C | IYMCX | |
Class/Contract C000073887 | Class E | IMSEX | |
Class/Contract C000073888 | Class I | IMFIX | |
Status | Name | Ticker Symbol | |
CIK 0000883622 | |||
Series S000024829 | Ivy Pacific Opportunities Fund | ||
Class/Contract C000073889 | Class Y | IPOYX | |
Class/Contract C000073890 | Class A | IPOAX | |
Class/Contract C000073891 | Class B | IPOBX | |
Class/Contract C000073892 | Class C | IPOCX | |
Class/Contract C000073893 | Class E | ||
Class/Contract C000073894 | Class I | IPOIX | |
Status | Name | Ticker Symbol | |
CIK 0000883622 | |||
Series S000024830 | Ivy Real Estate Securities Fund | ||
Class/Contract C000073895 | Class Y | IRSYX | |
Class/Contract C000073896 | Class A | IRSAX | |
Class/Contract C000073897 | Class B | IRSBX | |
Class/Contract C000073898 | Class C | IRSCX | |
Class/Contract C000073899 | Class E | IREEX | |
Class/Contract C000073900 | Class I | IREIX | |
Class/Contract C000073901 | Class R | IRSRX | |
Status | Name | Ticker Symbol | |
CIK 0000883622 | |||
Series S000024831 | Ivy Small Cap Value Fund | ||
Class/Contract C000073902 | Class Y | IYSYX | |
Class/Contract C000073903 | Class A | IYSAX | |
Class/Contract C000073904 | Class B | IYSBX | |
Class/Contract C000073905 | Class C | IYSCX | |
Class/Contract C000073906 | Class E | ||
Class/Contract C000073907 | Class I | IVVIX | |
Status | Name | Ticker Symbol | |
CIK 0000883622 | |||
Series S000024832 | Ivy Value Fund | ||
Class/Contract C000073908 | Class A | IYVAX | |
Class/Contract C000073909 | Class B | IYVBX | |
Class/Contract C000073910 | Class C | IYVCX | |
Class/Contract C000073911 | Class E | ||
Class/Contract C000073912 | Class I | IYAIX | |
Class/Contract C000073913 | Class Y | IYVYX | |
Status | Name | Ticker Symbol | |
CIK 0000883622 | |||
Series S000024833 | Ivy Bond Fund | ||
Class/Contract C000073914 | Class A | IBOAX | |
Class/Contract C000073915 | Class B | IBOBX | |
Class/Contract C000073916 | Class C | IBOCX | |
Class/Contract C000073917 | Class E | IVBEX | |
Class/Contract C000073918 | Class I | IVBIX | |
Class/Contract C000073919 | Class Y | IBOYX | |
Status | Name | Ticker Symbol | |
CIK 0000883622 | |||
Series S000024834 | Ivy Cundill Global Value Fund | ||
Class/Contract C000073920 | Class B | ICDBX | |
Class/Contract C000073921 | Class A | ICDAX | |
Class/Contract C000073922 | Class C | ICDCX | |
Class/Contract C000073923 | Class E | ICVEX | |
Class/Contract C000073924 | Class I | ICVIX | |
Class/Contract C000073925 | Class Y | ICDYX | |
Status | Name | Ticker Symbol | |
CIK 0000883622 | |||
Series S000024835 | Ivy Dividend Opportunities Fund | ||
Class/Contract C000073926 | Class B | IVDBX | |
Class/Contract C000073927 | Class C | IVDCX | |
Class/Contract C000073928 | Class E | IDIEX | |
Class/Contract C000073929 | Class I | IVDIX | |
Class/Contract C000073930 | Class Y | IVDYX | |
Class/Contract C000073931 | Class A | IVDAX | |
Status | Name | Ticker Symbol | |
CIK 0000883622 | |||
Series S000024836 | Ivy European Opportunities Fund | ||
Class/Contract C000073932 | Class B | IEOBX | |
Class/Contract C000073933 | Class C | IEOCX | |
Class/Contract C000073934 | Class E | ||
Class/Contract C000073935 | Class I | IEOIX | |
Class/Contract C000073936 | Class Y | IEOYX | |
Class/Contract C000073937 | Class A | IEOAX | |
Status | Name | Ticker Symbol | |
CIK 0000883622 | |||
Series S000024837 | Ivy Global Bond Fund | ||
Class/Contract C000073938 | Class B | IVSBX | |
Class/Contract C000073939 | Class C | IVSCX | |
Class/Contract C000073940 | Class I | IVSIX | |
Class/Contract C000073941 | Class Y | IVSYX | |
Class/Contract C000073942 | Class A | IVSAX | |
Status | Name | Ticker Symbol | |
CIK 0000883622 | |||
Series S000024838 | Ivy Global Natural Resources Fund | ||
Class/Contract C000073943 | Class B | IGNBX | |
Class/Contract C000073944 | Class C | IGNCX | |
Class/Contract C000073945 | Class E | IGNEX | |
Class/Contract C000073946 | Class I | IGNIX | |
Class/Contract C000073947 | Class R | IGNRX | |
Class/Contract C000073948 | Class Y | IGNYX | |
Class/Contract C000073949 | Class A | IGNAX | |
Status | Name | Ticker Symbol | |
CIK 0000883622 | |||
Series S000024839 | Ivy International Balanced Fund | ||
Class/Contract C000073950 | Class B | IVBBX | |
Class/Contract C000073951 | Class C | IVBCX | |
Class/Contract C000073952 | Class E | IIBEX | |
Class/Contract C000073953 | Class I | IIBIX | |
Class/Contract C000073954 | Class Y | IVBYX | |
Class/Contract C000073955 | Class A | IVBAX | |
Status | Name | Ticker Symbol | |
CIK 0000883622 | |||
Series S000024840 | Ivy International Core Equity Fund | ||
Class/Contract C000073956 | Class Y | IVVYX | |
Class/Contract C000073957 | Class B | IIFBX | |
Class/Contract C000073958 | Class C | IVIFX | |
Class/Contract C000073959 | Class E | IICEX | |
Class/Contract C000073960 | Class I | ICEIX | |
Class/Contract C000073961 | Class A | IVIAX | |
Status | Name | Ticker Symbol | |
CIK 0000883622 | |||
Series S000025600 | Ivy Municipal High Income Fund | ||
Class/Contract C000076687 | Class A | IYIAX | |
Class/Contract C000076688 | Class B | IYIBX | |
Class/Contract C000076689 | Class C | IYICX | |
Class/Contract C000076690 | Class I | WYMHX | |
Class/Contract C000076691 | Class Y | IYIYX | |
Status | Name | Ticker Symbol | |
CIK 0000883622 | |||
Series S000025601 | Ivy Tax-Managed Equity Fund | ||
Class/Contract C000076692 | Class Y | IYEYX | |
Class/Contract C000076693 | Class A | IYEAX | |
Class/Contract C000076694 | Class B | IYEBX | |
Class/Contract C000076695 | Class C | IYECX | |
Class/Contract C000076696 | Class I | WYTMX | |
Status | Name | Ticker Symbol | |
CIK 0000883622 | |||
Series S000028675 | Ivy Asset Strategy New Opportunities Fund | ||
Class/Contract C000087758 | Class A | INOAX | |
Class/Contract C000087759 | Class B | INOBX | |
Class/Contract C000087760 | Class C | INOCX | |
Class/Contract C000087761 | Class I | INOIX | |
Class/Contract C000087762 | Class Y | INOYX | |
Class/Contract C000087763 | Class E | INOEX | |
Class/Contract C000087764 | Class R | INORX |
IRS No.: 481112076 | State of Incorp.: MD | Fiscal Year End: 0331
Type: N-CSRS | Act: 40 | File No.: 811-06569 | Film No.: 111232814