Mutual Funds

Ivy Funds

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


Native to Exchange Simulated by IB
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Fund Symbol Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
IVY ASSET STRATEGY C WASCX USD 750 USD 750 N/A Level Load CLASS C No
IVY ASSET STRATEGY A WASAX USD 750 USD 750 N/A Front-End Load CLASS A No
IVY ASSET STRATEGY I IVAEX USD 0 USD 0 N/A No Load CLASS I Yes
IVY NATURAL RESOURCES FUND IGNAX USD 750 USD 750 N/A Front-End Load CLASS A No
IVY GLOBAL GROWTH A IVINX USD 750 USD 750 Stock Front-End Load CLASS A No
IVY BALANCED A IBNAX USD 750 USD 750 Balanced Front-End Load CLASS A No
IVY SECURIAN CORE BOND FUND IBOAX USD 750 USD 750 Bond Front-End Load CLASS A No
IVY EMERGING MARKETS EQUITY FUND IPOAX USD 750 USD 750 Stock Front-End Load CLASS A No
IVY VALUE A IYVAX USD 750 USD 750 N/A Front-End Load CLASS A No
IVY SMALL CAP CORE A IYSAX USD 750 USD 750 N/A Front-End Load CLASS A No
IVY INTERNATIONAL CORE EQUITY A IVIAX USD 750 USD 750 N/A Front-End Load CLASS A No
IVY HIGH INCOME A WHIAX USD 750 USD 750 Bond Front-End Load CLASS A No
IVY LIMITED-TERM BOND A WLTAX USD 750 USD 750 Bond Front-End Load CLASS A No
IVY LARGE CAP GROWTH A WLGAX USD 750 USD 750 N/A Front-End Load CLASS A No
IVY MID CAP GROWTH A WMGAX USD 750 USD 750 N/A Front-End Load CLASS A No
IVY SMALL CAP GROWTH A WSGAX USD 750 USD 750 N/A Front-End Load CLASS A No
IVY SCIENCE AND TECHNOLOGY A WSTAX USD 750 USD 750 N/A Front-End Load CLASS A No
IVY CORE EQUITY A WCEAX USD 750 USD 750 N/A Front-End Load CLASS A No
IVY PZENA INTERNATIONAL VALUE ICDAX USD 750 USD 750 Stock Front-End Load CLASS A No
IVY SECURIAN REAL ESTATE SECURITIES FUND IRSAX USD 750 USD 750 N/A Front-End Load CLASS A No
IVY MANAGED INTERNAT'L OPPORTUNITIES A IVTAX USD 750 USD 750 Stock Front-End Load CLASS A No
IVY ENERGY A IEYAX USD 750 USD 750 N/A Front-End Load CLASS A No
IVY GLOBAL BOND FUND A IVSAX USD 750 USD 750 Bond Front-End Load CLASS A No
IVY LASALLE GLOBAL REAL ESTATE FUND IREAX USD 750 USD 750 N/A Front-End Load CLASS A No
IVY GLOBAL EQUITY INCOME FUND A IBIAX USD 750 USD 750 Stock Front-End Load CLASS A No
IVY SMALL CAP GROWTH C WRGCX USD 750 USD 750 N/A Level Load CLASS C No
IVY LIMITED-TERM BOND C WLBCX USD 750 USD 750 Bond Level Load CLASS C No
IVY MUNICIPAL BOND WMBCX USD 750 USD 750 Bond Level Load CLASS C No
IVY CORE EQUITY C WTRCX USD 750 USD 750 N/A Level Load CLASS C No
IVY MUNICIPAL HIGH INCOME FUND CLASS I WYMHX USD 0 USD 0 Bond No Load CLASS I Yes
IVY ASSET STRATEGY Y WASYX USD 0 USD 0 N/A No Load CLASS Y No
IVY SMALL CAP GROWTH Y WSCYX USD 0 USD 0 N/A No Load CLASS Y No
IVY LIMITED-TERM BOND Y WLTYX USD 0 USD 0 Bond No Load CLASS Y No
IVY CORE EQUITY Y WCEYX USD 0 USD 0 N/A No Load CLASS Y No
IVY EMERGING MARKETS EQUITY FUND IPOCX USD 750 USD 750 Stock Level Load CLASS C No
IVY GLOBAL GROWTH C IVNCX USD 750 USD 750 Stock Level Load CLASS C No
IVY NATURAL RESOURCES FUND IGNCX USD 750 USD 750 N/A Level Load CLASS C No
IVY INTERNATIONAL CORE EQUITY C IVIFX USD 750 USD 750 N/A Level Load CLASS C No
IVY SCIENCE AND TECHNOLOGY C WSTCX USD 750 USD 750 N/A Level Load CLASS C No
IVY HIGH INCOME C WRHIX USD 750 USD 750 Bond Level Load CLASS C No
IVY HIGH INCOME Y WHIYX USD 0 USD 0 Bond No Load CLASS Y No
IVY SCIENCE AND TECHNOLOGY Y WSTYX USD 0 USD 0 N/A No Load CLASS Y No
IVY GOVERNMENT MONEY MARKET C WRCXX USD 10,000 USD 750 Money Market Level Load CLASS C No
IVY MUNICIPAL BOND WMBYX USD 0 USD 0 Bond No Load CLASS Y No
IVY LARGE CAP GROWTH C WLGCX USD 750 USD 750 N/A Level Load CLASS C No
IVY LARGE CAP GROWTH Y WLGYX USD 0 USD 0 N/A No Load CLASS Y No
IVY MID CAP GROWTH C WMGCX USD 750 USD 750 N/A Level Load CLASS C No
IVY MID CAP GROWTH Y WMGYX USD 0 USD 0 N/A No Load CLASS Y No
IVY PZENA INTERNATIONAL VALUE ICDCX USD 750 USD 750 Stock Level Load CLASS C No
IVY PZENA INTERNATIONAL VALUE ICDYX USD 0 USD 0 Stock No Load CLASS Y No
IVY NATURAL RESOURCES FUND IGNYX USD 0 USD 0 N/A No Load CLASS Y No
IVY GLOBAL GROWTH Y IVIYX USD 0 USD 0 Stock No Load CLASS Y No
IVY INTERNATIONAL CORE EQUITY Y IVVYX USD 0 USD 0 N/A No Load CLASS Y No
IVY EMERGING MARKETS EQUITY FUND IPOYX USD 0 USD 0 Stock No Load CLASS Y No
IVY SECURIAN CORE BOND FUND IBOCX USD 750 USD 750 Bond Level Load CLASS C No
IVY SECURIAN CORE BOND FUND IBOYX USD 0 USD 0 Bond No Load CLASS Y No
IVY VALUE C IYVCX USD 750 USD 750 N/A Level Load CLASS C No
IVY VALUE Y IYVYX USD 0 USD 0 N/A No Load CLASS Y No
IVY SECURIAN REAL ESTATE SECURITIES FUND IRSCX USD 750 USD 750 N/A Level Load CLASS C No
IVY SECURIAN REAL ESTATE SECURITIES FUND IRSYX USD 0 USD 0 N/A No Load CLASS Y No
IVY BALANCED C IBNCX USD 750 USD 750 Balanced Level Load CLASS C No
IVY BALANCED Y IBNYX USD 0 USD 0 Balanced No Load CLASS Y No
IVY SMALL CAP CORE C IYSCX USD 750 USD 750 N/A Level Load CLASS C No
IVY SMALL CAP CORE Y IYSYX USD 0 USD 0 N/A No Load CLASS Y No
IVY MANAGED INTERNATIONAL OPPS C IVTCX USD 750 USD 750 Stock Level Load CLASS C No
IVY MANAGED INTERNAT'L OPPORTUNITIES I IVTIX USD 0 USD 0 Stock No Load CLASS I Yes
IVY MANAGED INTERNATIONAL OPPS Y IVTYX USD 0 USD 0 Stock No Load CLASS Y No
IVY SCIENCE AND TECHNOLOGY I ISTIX USD 0 USD 0 N/A 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 I ICEIX USD 0 USD 0 N/A No Load CLASS I Yes
IVY CORE EQUITY I ICIEX USD 0 USD 0 N/A No Load CLASS I Yes
IVY PZENA INTERNATIONAL VALUE ICVIX USD 0 USD 0 Stock No Load CLASS I Yes
IVY ENERGY I IVEIX USD 0 USD 0 N/A No Load CLASS I Yes
IVY HIGH INCOME I IVHIX USD 0 USD 0 Bond No Load CLASS I Yes
IVY SMALL CAP CORE I IVVIX USD 0 USD 0 N/A No Load CLASS I Yes
IVY VALUE I IYAIX USD 0 USD 0 N/A No Load CLASS I Yes
IVY BALANCED I IYBIX USD 0 USD 0 Balanced No Load CLASS I Yes
IVY LARGE CAP GROWTH I IYGIX USD 0 USD 0 N/A No Load CLASS I Yes
IVY MID CAP GROWTH I IYMIX USD 0 USD 0 N/A No Load CLASS I Yes
IVY SMALL CAP GROWTH I IYSIX USD 0 USD 0 N/A No Load CLASS I Yes
IVY SECURIAN CORE BOND FUND IVBIX USD 0 USD 0 Bond No Load CLASS I Yes
IVY GLOBAL GROWTH I IGIIX USD 0 USD 0 Stock No Load CLASS I Yes
IVY NATURAL RESOURCES FUND IGNIX USD 0 USD 0 N/A No Load CLASS I Yes
IVY LIMITED-TERM BOND I ILTIX USD 0 USD 0 Bond No Load CLASS I Yes
IVY SECURIAN REAL ESTATE SECURITIES FUND IREIX USD 0 USD 0 N/A No Load CLASS I Yes
IVY ENERGY C IEYCX USD 750 USD 750 N/A Level Load CLASS C No
IVY ENERGY Y IEYYX USD 0 USD 0 N/A No Load CLASS Y No
IVY GLOBAL BOND FUND C IVSCX USD 750 USD 750 Bond Level Load CLASS C No
IVY GLOBAL BOND FUND I IVSIX USD 0 USD 0 Bond No Load CLASS I Yes
IVY GLOBAL BOND FUND Y IVSYX USD 0 USD 0 Bond No Load CLASS Y No
IVY MUNICIPAL HIGH INCOME FUND CLASS C IYICX USD 750 USD 750 Bond Level Load CLASS C No
IVY MUNICIPAL HIGH INCOME Y IYIYX USD 0 USD 0 Bond No Load CLASS Y No
IVY MUNICIPAL BOND IMBIX USD 0 USD 0 Bond No Load CLASS I Yes
IVY LASALLE GLOBAL REAL ESTATE FUND IRECX USD 750 USD 750 N/A Level Load CLASS C No
IVY LASALLE GLOBAL REAL ESTATE FUND IRESX USD 0 USD 0 N/A No Load CLASS I Yes
IVY LASALLE GLOBAL REAL ESTATE FUND IREYX USD 0 USD 0 N/A No Load CLASS Y No
IVY GLOBAL EQUITY INCOME FUND C IBICX USD 750 USD 750 Stock Level Load CLASS C No
IVY GLOBAL EQUITY INCOME FUND I IBIIX USD 0 USD 0 Stock No Load CLASS I Yes
IVY GLOBAL EQUITY INCOME FUND Y IBIYX USD 0 USD 0 Stock No Load CLASS Y No
IVY PICTET EMERGING MARKETS LOCAL CURREN IECIX USD 0 USD 0 N/A No Load CLASS I Yes
IVY PICTET EMERGING MARKETS LOCAL CURREN IECYX USD 0 USD 0 N/A No Load CLASS Y No
IVY PICTET EMERGING MARKETS LOCAL CURREN IECAX USD 750 USD 750 N/A Front-End Load CLASS A No
IVY PICTET EMERGING MARKETS LOCAL CURREN IECCX USD 750 USD 750 N/A Level Load CLASS C No
IVY ASSET STRATEGY FUND N IASTX USD 0 USD 1,000 N/A No Load CLASS N Yes
IVY BALANCED FUND N IBARX USD 0 USD 1,000 Balanced No Load CLASS N Yes
IVY CORE EQUITY FUND N ICEQX USD 0 USD 1,000 N/A No Load CLASS N Yes
IVY PZENA INTERNATIONAL VALUE ICNGX USD 0 USD 1,000 Stock No Load CLASS N Yes
IVY EMERGING MARKETS EQUITY FUND R6 IMEGX USD 0 USD 1,000 Stock No Load CLASS N Yes
IVY VALUE FUND N IVALX USD 0 USD 1,000 N/A No Load CLASS N Yes
IVY SMALL CAP CORE FUND N ISPVX USD 0 USD 1,000 N/A No Load CLASS N Yes
IVY SCIENCE AND TECHNOLOGY FUND R6 ISTNX USD 0 USD 1,000 N/A No Load CLASS N Yes
IVY SECURIAN REAL ESTATE SECURITIES FUND IRSEX USD 0 USD 1,000 N/A No Load CLASS N Yes
IVY MID CAP GROWTH FUND N IGRFX USD 0 USD 1,000 N/A No Load CLASS N Yes
IVY LARGE CAP GROWTH FUND N ILGRX USD 0 USD 1,000 N/A No Load CLASS N Yes
IVY SECURIAN CORE BOND FUND IBNDX USD 0 USD 1,000 Bond No Load CLASS N Yes
IVY SMALL CAP GROWTH FUND N IRGFX USD 0 USD 1,000 N/A No Load CLASS N Yes
IVY LIMITED TERM BOND FUND N ILMDX USD 0 USD 1,000 Bond No Load CLASS N Yes
IVY ENERGY FUND N IENRX USD 0 USD 1,000 N/A No Load CLASS N Yes
IVY GLOBAL GROWTH FUND N ITGRX USD 0 USD 1,000 Stock No Load CLASS N Yes
IVY INTERNATIONAL CORE EQUITY FUND R6 IINCX USD 0 USD 1,000 N/A No Load CLASS N Yes
IVY HIGH INCOME FUND N IHIFX USD 0 USD 1,000 Bond No Load CLASS N Yes
IVY NATURAL RESOURCES FUND INRSX USD 0 USD 1,000 N/A No Load CLASS N Yes
IVY GLOBAL EQUITY INCOME FUND R6 IICNX USD 0 USD 1,000 Stock No Load CLASS N Yes
IVY GLOBAL BOND FUND N IVBDX USD 0 USD 1,000 Bond No Load CLASS N Yes
IVY MID CAP INCOME OPPORTUNITIES FUND I IVOIX USD 0 USD 0 Stock No Load CLASS I Yes
IVY MID CAP INCOME OPPORTUNITIES C IVOCX USD 750 USD 750 Stock Level Load CLASS C No
IVY MID CAP INCOME OPPORTUNITIES FUND A IVOAX USD 750 USD 750 Stock Front-End Load CLASS A No
IVY MID CAP INCOME OPPORTUNITIES R6 IVOSX USD 1,000,000 USD 1,000 Stock No Load CLASS N Yes
IVY MID CAP INCOME OPPORTUNITIES FUND Y IVOYX USD 0 USD 0 Stock No Load CLASS Y No
IVY APOLLO MULTI-ASSET INCOME FUND IMAYX USD 0 USD 0 N/A No Load CLASS Y No
IVY APOLLO STRATEGIC INCOME FUND ICPOX USD 750 USD 750 Bond Level Load CLASS C No
IVY APOLLO STRATEGIC INCOME FUND IYPOX USD 0 USD 0 Bond No Load CLASS Y No
IVY APOLLO MULTI-ASSET INCOME FUND IMACX USD 750 USD 750 N/A Level Load CLASS C No
IVY APOLLO STRATEGIC INCOME FUND IAPOX USD 750 USD 750 Bond Front-End Load CLASS A No
IVY APOLLO MULTI-ASSET INCOME FUND IMAAX USD 750 USD 750 N/A Front-End Load CLASS A No
IVY PICTET TARGETED RETURN BOND FUND IRBAX USD 750 USD 750 Bond Front-End Load CLASS A No
IVY PICTET TARGETED RETURN BOND FUND IRBCX USD 750 USD 750 Bond Level Load CLASS C No
IVY PICTET TARGETED RETURN BOND FUND IRBYX USD 0 USD 0 Bond No Load CLASS Y No
IVY CALIFORNIA MUNICIPAL HIGH INCOME C IMHCX USD 750 USD 750 Bond Level Load CLASS C No
IVY CALIFORNIA MUNICIPAL HIGH INCOME Y IMHYX USD 0 USD 0 Bond No Load CLASS Y No
IVY INTERNATIONAL SMALL CAP FUND C IVJCX USD 750 USD 750 Stock Level Load CLASS C No
IVY CROSSOVER CREDIT FUND ICKYX USD 0 USD 0 Bond No Load CLASS Y No
IVY CORPORATE BOND FUND IBJCX USD 750 USD 750 Bond Level Load CLASS C No
IVY GOVERNMENT SECURITIES IGJCX USD 750 USD 750 Bond Level Load CLASS C No
IVY ACCUMULATIVE IATCX USD 750 USD 750 N/A Level Load CLASS C No
IVY WILSHIRE GLOBAL ALLOCATION IWGCX USD 750 USD 750 N/A Level Load CLASS C No
IVY CORPORATE BOND FUND IBJNX USD 0 USD 1,000 Bond No Load CLASS N Yes
IVY APOLLO STRATEGIC INCOME FUND IRPOX USD 0 USD 1,000 Bond No Load CLASS N Yes
IVY APOLLO MULTI-ASSET INCOME FUND IMURX USD 0 USD 1,000 N/A No Load CLASS N Yes
IVY PICTET TARGETED RETURN BOND FUND IRBRX USD 0 USD 1,000 Bond No Load CLASS N Yes
IVY CROSSOVER CREDIT FUND ICKNX USD 0 USD 1,000 Bond No Load CLASS N Yes
IVY INTERNATIONAL SMALL CAP FUND R6 IVJRX USD 0 USD 1,000 Stock No Load CLASS N Yes
IVY PROSHARES S&P 500 DIVIDEND ARISTOCRA IDANX USD 0 USD 1,000 Stock No Load CLASS N Yes
IVY PROSHARES RUSSELL 2000 DIVIDEND GROW IRUNX USD 0 USD 1,000 Stock No Load CLASS N Yes
IVY PINEBRIDGE HIGH YIELD FUND IPNNX USD 0 USD 1,000 Bond No Load CLASS N Yes
IVY GOVERNMENT MONEY MARKET FUND WRNXX USD 10,000 USD 1,000 Money Market No Load CLASS N Yes
IVY LASALLE GLOBAL REAL ESTATE FUND IRENX USD 0 USD 1,000 N/A No Load CLASS N Yes
IVY MANAGED INTERNATIONAL OPPORTUNITIES IVTNX USD 0 USD 1,000 Stock No Load CLASS N Yes
IVY MUNICIPAL IMBNX USD 0 USD 1,000 Bond No Load CLASS N Yes
IVY MUNICIPAL HIGH INCOME FUND IYINX USD 0 USD 1,000 Bond No Load CLASS N Yes
IVY PICTET EMERGING MARKETS LOCAL CURREN IMMCX USD 0 USD 1,000 N/A No Load CLASS N Yes
IVY CROSSOVER CREDIT FUND ICKIX USD 0 USD 0 Bond No Load CLASS I Yes

Notes:

  1. Advisor minimums may be lower.