Funds Offered by  

301 funds.    These are mutual funds, unit investment trusts, or interval funds.

SymbolDescriptionTypeInceptionCategory1Category2Category3Strategy/IndexLeverage factorFeesActions
IAIRXIvy ProShares Interest Rate Hedged High Yield Index Fund Class AMutual fund04/20/2017US Fixed IncomeCorporate bondsHigh yield1.00 0.90%Analyze
IAPRXIvy ProShares S&P 500 Bond Index Fund Class AMutual fund06/18/2020US Fixed Income Corporate bondsInvestment gradeS&P 500/MarketAxess Investment Grade Corporate Bond Index1.00 0.65%Analyze
IDAAXIvy ProShares S&P 500 Dividend Aristocrats Index Fund Class AMutual fund04/16/2020US Equity Broad marketLarge capS&P 500 Dividend Aristocrats Index1.00 0.75%Analyze
IDAEXIvy ProShares S&P 500 Dividend Aristocrats Index Fund Class EMutual fund04/16/2020US Equity Broad marketLarge capS&P 500 Dividend Aristocrats Index1.00 0.75%Analyze
IDAIXIvy ProShares S&P 500 Dividend Aristocrats Index Fund Class IMutual fund04/16/2020US Equity Broad marketLarge capS&P 500 Dividend Aristocrats Index1.00 0.50%Analyze
IDANXIvy ProShares S&P 500 Dividend Aristocrats Index Fund Class NMutual fund04/16/2020US Equity Broad marketLarge capS&P 500 Dividend Aristocrats Index1.00 0.49%Analyze
IDARXIvy ProShares S&P 500 Dividend Aristocrats Index Fund Class RMutual fund04/16/2020US Equity Broad marketLarge capS&P 500 Dividend Aristocrats Index1.00 1.26%Analyze
IIIRXIvy ProShares Interest Rate Hedged High Yield Index Fund Class IMutual fund04/20/2017US Fixed IncomeCorporate bondsHigh yield1.00 0.65%Analyze
IIREXIvy ProShares Interest Rate Hedged High Yield Index Fund Class EMutual fund04/20/2017US Fixed IncomeCorporate bondsHigh yield1.00 0.90%Analyze
IIRNXIvy ProShares Interest Rate Hedged High Yield Index Fund Class NMutual fund06/15/2021US Fixed IncomeCorporate bondsHigh yield1.00 0.65%Analyze
IIRRXIvy ProShares Interest Rate Hedged High Yield Index Fund Class RMutual fund04/20/2017US Fixed IncomeCorporate bondsHigh yield1.00 1.37%Analyze
IMCNXIvy ProShares MSCI ACWI Index Fund Class NMutual fund06/15/2021Global EquityGlobalLarge cap1.00 0.65%Analyze
IMCRXIvy ProShares MSCI ACWI Index Fund Class RMutual fund06/15/2021Global EquityGlobalLarge cap1.00 1.40%Analyze
IMWAXIvy ProShares MSCI ACWI Index Fund Class AMutual fund04/20/2017Global EquityGlobalLarge cap1.00 0.90%Analyze
IMWEXIvy ProShares MSCI ACWI Index Fund Class EMutual fund04/20/2017Global EquityGlobalLarge cap1.00 0.75%Analyze
IMWIXIvy ProShares MSCI ACWI Index Fund Class IMutual fund04/20/2017Global EquityGlobalLarge cap1.00 0.65%Analyze
IPREXIvy ProShares S&P 500 Bond Index Fund Class EMutual fund04/20/2017US Fixed Income Corporate bondsInvestment gradeS&P 500/MarketAxess Investment Grade Corporate Bond Index1.00 0.60%Analyze
IPRIXIvy ProShares S&P 500 Bond Index Fund Class IMutual fund04/20/2017US Fixed Income Corporate bondsInvestment gradeS&P 500/MarketAxess Investment Grade Corporate Bond Index1.00 0.40%Analyze
IPRNXIvy ProShares S&P 500 Bond Index Fund Class NMutual fund06/15/2021US Fixed Income Corporate bondsInvestment gradeS&P 500/MarketAxess Investment Grade Corporate Bond Index1.00 0.40%Analyze
IPRRXIvy ProShares S&P 500 Bond Index Fund Class RMutual fund04/20/2017US Fixed Income Corporate bondsInvestment gradeS&P 500/MarketAxess Investment Grade Corporate Bond Index1.00 1.15%Analyze
IRUAXIvy ProShares Russell 2000 Dividend Growers Index Fund Class AMutual fund04/17/2020US Equity Broad marketSmall capRussell 2000 Dividend Growth Index1.00 0.90%Analyze
IRUEXIvy ProShares Russell 2000 Dividend Growers Index Fund Class EMutual fund04/17/2020US Equity Broad marketSmall capRussell 2000 Dividend Growth Index1.00 0.73%Analyze
IRUIXIvy ProShares Russell 2000 Dividend Growers Index Fund Class IMutual fund04/17/2020US Equity Broad marketSmall capRussell 2000 Dividend Growth Index1.00 0.65%Analyze
IRUNXIvy ProShares Russell 2000 Dividend Growers Index Fund Class NMutual fund04/17/2020US Equity Broad marketSmall capRussell 2000 Dividend Growth Index1.00 0.65%Analyze
IRURXIvy ProShares Russell 2000 Dividend Growers Index Fund Class RMutual fund04/17/2020US Equity Broad marketSmall capRussell 2000 Dividend Growth Index1.00 1.40%Analyze
IAPOXIvy Apollo Strategic Income Fund Class AMutual fund10/01/2015US Fixed Income Broad marketUnconstrainedActively managed1.00 1.16%Analyze
IASEXIvy Asset Strategy Fund Class EMutual fund06/15/2021Asset AllocationGlobalModerateActively managed1.00 0.00%Analyze
IASRXIvy Asset Strategy Fund Class RMutual fund06/15/2021Asset AllocationGlobalModerateActively managed1.00 0.00%Analyze
IASTXIvy Asset Strategy Fund Class NMutual fund06/15/2021Asset AllocationGlobalModerateActively managed1.00 0.00%Analyze
IATAXIvy Accumulative Fund Class AMutual fund10/09/1940US Equity Broad marketLarge capActively managed1.00 1.10%Analyze
IATBXIvy Accumulative Fund Class BMutual fund06/15/2021US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
IATCXIvy Accumulative Fund Class CMutual fund06/15/2021US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
IATEXIvy Accumulative Fund Class EMutual fund06/15/2021Actively managed1.00 0.00%Analyze
IATIXIvy Accumulative Fund Class IMutual fund06/15/2021US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
IATLXIvy Accumulative Fund Class RMutual fund06/15/2021US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
IATNXIvy Accumulative Fund Class NMutual fund06/15/2021US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
IATYXIvy Accumulative Fund Class YMutual fund06/15/2021US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
IBARXIvy Balanced Fund Class NMutual fund06/15/2021Asset AllocationUSModerateActively managed1.00 0.00%Analyze
IBIAXIvy Global Equity Income Fund Class AMutual fund06/04/2012Global EquityGlobalLarge capActively managed1.00 1.24%Analyze
IBIBXIvy Global Equity Income Fund Class BMutual fund06/15/2021Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
IBICXIvy Global Equity Income Fund Class CMutual fund06/15/2021Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
IBIEXIvy Global Equity Income Fund Class EMutual fund06/15/2021Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
IBIIXIvy Global Equity Income Fund Class IMutual fund06/15/2021Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
IBIYXIvy Global Equity Income Fund Class YMutual fund06/15/2021Global EquityGlobalLarge capActively managed1.00 1.19%Analyze
IBJAXIvy Corporate Bond Fund Class AMutual fund03/30/1964US Fixed Income Corporate bondsInvestment gradeActively managed1.00 1.03%Analyze
IBJBXIvy Corporate Bond Fund Class BMutual fund06/15/2021US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
IBJCXIvy Corporate Bond Fund Class CMutual fund06/15/2021US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
IBJEXIvy Corporate Bond Fund Class EMutual fund06/15/2021US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
IBJIXIvy Corporate Bond Fund Class IMutual fund06/15/2021US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
IBJNXIvy Corporate Bond Fund Class NMutual fund06/15/2021US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
IBJRXIvy Corporate Bond Fund Class RMutual fund06/15/2021US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
IBJYXIvy Corporate Bond Fund Class YMutual fund06/15/2021US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
IBNAXIvy Balanced Fund Class AMutual fund11/16/1987Asset AllocationUSModerateActively managed1.00 1.11%Analyze
IBNBXIvy Balanced Fund Class BMutual fund06/15/2021Asset AllocationUSModerateActively managed1.00 0.00%Analyze
IBNCXIvy Balanced Fund Class CMutual fund06/15/2021Asset AllocationUSModerateActively managed1.00 1.83%Analyze
IBNDXIvy Securian Core Bond Fund Class NMutual fund06/15/2021US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
IBNYXIvy Balanced Fund Class YMutual fund06/15/2021Asset AllocationUSModerateActively managed1.00 1.11%Analyze
IBOAXIvy Securian Core Bond Fund Class AMutual fund08/14/1987US Fixed Income Corporate bondsInvestment gradeActively managed1.00 1.04%Analyze
IBOBXIvy Securian Core Bond Fund Class BMutual fund06/15/2021US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
IBOCXIvy Securian Core Bond Fund Class CMutual fund06/15/2021US Fixed Income Corporate bondsInvestment gradeActively managed1.00 1.77%Analyze
IBOYXIvy Securian Core Bond Fund Class YMutual fund06/15/2021US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.95%Analyze
ICDAXIvy Pzena International Value Fund Class AMutual fund09/04/2001Global EquityGlobalLarge capActively managed1.00 1.54%Analyze
ICDBXIvy Pzena International Value Fund Class BMutual fund06/15/2021Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
ICDCXIvy Pzena International Value Fund Class CMutual fund06/15/2021Global EquityGlobalLarge capActively managed1.00 2.14%Analyze
ICDYXIvy Pzena International Value Fund Class YMutual fund06/15/2021Global EquityGlobalLarge capActively managed1.00 1.34%Analyze
ICEIXIvy International Core Equity Fund Class IMutual fund06/15/2021Global Equity Developed markets ex-USLarge capActively managed1.00 0.79%Analyze
ICEQXIvy Core Equity Fund Class NMutual fund06/15/2021US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
ICFEXIvy Core Equity Fund Class EMutual fund06/15/2021US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
ICIEXIvy Core Equity Fund Class IMutual fund06/15/2021US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
ICKAXIvy Crossover Credit Fund Class AMutual fund06/15/2021US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.90%Analyze
ICKEXIvy Crossover Credit Fund Class EMutual fund06/15/2021US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
ICKIXIvy Crossover Credit Fund Class IMutual fund06/15/2021US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
ICKNXIvy Crossover Credit Fund Class NMutual fund06/15/2021US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
ICKRXIvy Crossover Credit Fund Class RMutual fund06/15/2021US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
ICKTXIvy Crossover Credit Fund Cl TMutual fund06/15/2021Actively managed1.00 0.00%Analyze
ICKYXIvy Crossover Credit Fund Class YMutual fund06/15/2021US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.90%Analyze
ICNGXIvy Pzena International Value Fund Class NMutual fund06/15/2021Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
ICPOXIvy Apollo Strategic Income Fund Class CMutual fund06/15/2021US Fixed Income Broad marketUnconstrainedActively managed1.00 0.00%Analyze
ICVIXIvy Pzena International Value Fund Class IMutual fund06/15/2021Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
IDATXIvy ProShares S&P 500 Dividend Aristocrats Index Fund Class TMutual fund06/15/2021Actively managed1.00 0.00%Analyze
IECAXIvy Pictet Emerging Markets Local Currency Debt Fund Class AMutual fund04/30/2014Global Fixed IncomeEmerging marketsBroad marketActively managed1.00 1.21%Analyze
IECCXIvy Pictet Emerging Markets Local Currency Debt Fund Class CMutual fund06/15/2021Global Fixed IncomeEmerging marketsBroad marketActively managed1.00 0.00%Analyze
IECEXIvy Pictet Emerging Markets Local Currency Debt Fund Class EMutual fund06/15/2021Global Fixed IncomeEmerging marketsBroad marketActively managed1.00 0.00%Analyze
IECIXIvy Pictet Emerging Markets Local Currency Debt Fund Class IMutual fund06/15/2021Global Fixed IncomeEmerging marketsBroad marketActively managed1.00 0.00%Analyze
IECRXIvy Pictet Emerging Markets Local Currency Debt Fund Class RMutual fund06/15/2021Global Fixed IncomeEmerging marketsBroad marketActively managed1.00 0.00%Analyze
IECYXIvy Pictet Emerging Markets Local Currency Debt Fund Class YMutual fund06/15/2021Global Fixed IncomeEmerging marketsBroad marketActively managed1.00 1.21%Analyze
IENRXIvy Energy Fund Class NMutual fund06/15/2021US Equity Single sectorEnergyActively managed1.00 0.00%Analyze
IEYAXIvy Energy Fund Class AMutual fund04/03/2006US Equity Single sectorEnergyActively managed1.00 1.41%Analyze
IEYBXIvy Energy Fund Class BMutual fund06/15/2021US Equity Single sectorEnergyActively managed1.00 0.00%Analyze
IEYCXIvy Energy Fund Class CMutual fund06/15/2021US Equity Single sectorEnergyActively managed1.00 2.11%Analyze
IEYYXIvy Energy Fund Class YMutual fund06/15/2021US Equity Single sectorEnergyActively managed1.00 1.34%Analyze
IGIIXIvy Global Growth Fund Class IMutual fund06/15/2021Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
IGJAXIvy Government Securities Fund Class AMutual fund04/10/1984US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 1.00%Analyze
IGJBXIvy Government Securities Fund Class BMutual fund06/15/2021US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.00%Analyze
IGJCXIvy Government Securities Fund Class CMutual fund06/15/2021US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.00%Analyze
IGJEXIvy Government Securities Fund Class EMutual fund06/15/2021US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.00%Analyze
IGJIXIvy Government Securities Fund Class IMutual fund06/15/2021US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.00%Analyze
IGJNXIvy Government Securities Fund Class NMutual fund06/15/2021US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.00%Analyze
IGJRXIvy Government Securities Fund Class RMutual fund06/15/2021US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.00%Analyze
IGJYXIvy Government Securities Fund Class YMutual fund06/15/2021US Fixed Income U.S. treasury bondsIntermediate termActively managed1.00 0.00%Analyze
IGNAXIvy Natural Resources Fund Class AMutual fund01/02/1997Global EquitySingle industryNatural resourcesActively managed1.00 1.64%Analyze
IGNBXIvy Natural Resources Fund Class BMutual fund06/15/2021Global EquitySingle industryNatural resourcesActively managed1.00 0.00%Analyze
IGNCXIvy Natural Resources Fund Class CMutual fund06/15/2021Global EquitySingle industryNatural resourcesActively managed1.00 2.31%Analyze
IGNEXIvy Natural Resources Fund Class EMutual fund06/15/2021Global EquitySingle industryNatural resourcesActively managed1.00 0.00%Analyze
IGNIXIvy Natural Resources Fund Class IMutual fund06/15/2021Global EquitySingle industryNatural resourcesActively managed1.00 0.00%Analyze
IGNRXIvy Natural Resources Fund Class RMutual fund06/15/2021Global EquitySingle industryNatural resourcesActively managed1.00 0.00%Analyze
IGNYXIvy Natural Resources Fund Class YMutual fund06/15/2021Global EquitySingle industryNatural resourcesActively managed1.00 1.34%Analyze
IGRFXIvy Mid Cap Growth Fund Class NMutual fund06/15/2021US EquityBroad marketMid capActively managed1.00 0.79%Analyze
IHIFXIvy High Income Fund Class NMutual fund06/15/2021Global Fixed IncomeEmerging marketsBroad marketActively managed1.00 0.57%Analyze
IICEXIvy International Core Equity Fund Class EMutual fund06/15/2021Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
IICNXIvy Global Equity Income Fund Class NMutual fund06/15/2021Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
IICTXIvy International Core Equity Fund Class TMutual fund06/15/2021Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
IIFBXIvy International Core Equity Fund Class BMutual fund06/15/2021Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
IIGEXIvy International Growth Fund prior to merger with Ivy International FundMutual fund06/15/2021Actively managed1.00 0.00%Analyze
IINCXIvy International Core Equity Fund Class NMutual fund06/15/2021Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
IIPOXIvy Apollo Strategic Income Fund Class IMutual fund06/15/2021US Fixed Income Broad marketUnconstrainedActively managed1.00 0.00%Analyze
IIRTXIvy ProShares Interest Rate Hedged High Yield Index Fund Class TMutual fund06/15/2021Actively managed1.00 0.00%Analyze
ILCEXIvy Large Cap Growth Fund Class EMutual fund06/15/2021US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
ILGRXIvy Large Cap Growth Fund Class NMutual fund06/15/2021US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
ILMDXIvy Limited-Term Bond Fund Class NMutual fund06/15/2021US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
ILTIXIvy Limited-Term Bond Fund Class IMutual fund06/15/2021US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
IMAAXIvy Apollo Multi-Asset Income Fund Class AMutual fund10/01/2015Asset AllocationUSModerateActively managed1.00 1.25%Analyze
IMACXIvy Apollo Multi-Asset Income Fund Class CMutual fund06/15/2021Asset AllocationUSModerateActively managed1.00 0.00%Analyze
IMAIXIvy Apollo Multi-Asset Income Fund Class IMutual fund06/15/2021Asset AllocationUSModerateActively managed1.00 0.00%Analyze
IMAYXIvy Apollo Multi-Asset Income Fund Class YMutual fund06/15/2021Asset AllocationUSModerateActively managed1.00 1.20%Analyze
IMBIXIvy Municipal Bond Fund Class IMutual fund06/15/2021US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.00%Analyze
IMBNXIvy Municipal Bond Fund Class NMutual fund06/15/2021US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.00%Analyze
IMCEXIvy Mid Cap Growth Fund Class EMutual fund06/15/2021US EquityBroad marketMid capActively managed1.00 0.00%Analyze
IMEGXIvy Emerging Markets Equity Fund Class NMutual fund06/15/2021Global EquityEmerging marketsLarge and mid capActively managed1.00 0.00%Analyze
IMHAXIvy California Municipal High Income Fund Class AMutual fund06/15/2021US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.80%Analyze
IMHCXIvy California Municipal High Income Fund Class CMutual fund06/15/2021US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.00%Analyze
IMHIXIvy California Municipal High Income Fund Class IMutual fund06/15/2021US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.00%Analyze
IMHYXIvy California Municipal High Income Fund Class YMutual fund06/15/2021US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.80%Analyze
IMURXIvy Apollo Multi-Asset Income Fund Class NMutual fund06/15/2021Asset AllocationUSModerateActively managed1.00 0.00%Analyze
INRSXIvy Natural Resources Fund Class NMutual fund06/15/2021Global EquitySingle industryNatural resourcesActively managed1.00 0.00%Analyze
IPNAXIvy PineBridge High Yield Fund Class AMutual fund06/15/2021US Fixed IncomeCorporate bondsHigh yieldActively managed1.00 1.00%Analyze
IPNIXIvy PineBridge High Yield Fund Class IMutual fund06/15/2021US Fixed IncomeCorporate bondsHigh yieldActively managed1.00 0.00%Analyze
IPNNXIvy PineBridge High Yield Fund Class NMutual fund06/15/2021US Fixed IncomeCorporate bondsHigh yieldActively managed1.00 0.00%Analyze
IPNRXIvy PineBridge High Yield Fund Class RMutual fund06/15/2021US Fixed IncomeCorporate bondsHigh yieldActively managed1.00 0.00%Analyze
IPOAXIvy Emerging Markets Equity Fund Class AMutual fund10/25/1993Global EquityEmerging marketsLarge and mid capActively managed1.00 1.44%Analyze
IPOBXIvy Emerging Markets Equity Fund Class BMutual fund06/15/2021Global EquityEmerging marketsLarge and mid capActively managed1.00 0.00%Analyze
IPOCXIvy Emerging Markets Equity Fund Class CMutual fund06/15/2021Global EquityEmerging marketsLarge and mid capActively managed1.00 2.13%Analyze
IPOEXIvy Emerging Markets Equity Fund Class EMutual fund06/15/2021Actively managed1.00 0.00%Analyze
IPOIXIvy Emerging Markets Equity Fund Class IMutual fund06/15/2021Global EquityEmerging marketsLarge and mid capActively managed1.00 0.00%Analyze
IPOTXIvy Emerging Markets Equity Fund Class TMutual fund06/15/2021Global EquityEmerging marketsLarge and mid capActively managed1.00 0.00%Analyze
IPOYXIvy Emerging Markets Equity Fund Class YMutual fund06/15/2021Global EquityEmerging marketsLarge and mid capActively managed1.00 1.36%Analyze
IPRTXIvy ProShares S&P 500 Bond Index Fund Class TMutual fund06/15/2021Actively managed1.00 0.00%Analyze
IRBAXIvy Pictet Targeted Return Bond Fund Class AMutual fund01/04/2016US Fixed IncomeCorporate bondsUnconstrainedActively managed1.00 1.22%Analyze
IRBCXIvy Pictet Targeted Return Bond Fund Class CMutual fund06/15/2021US Fixed IncomeCorporate bondsUnconstrainedActively managed1.00 0.00%Analyze
IRBIXIvy Pictet Targeted Return Bond Fund Class IMutual fund06/15/2021US Fixed IncomeCorporate bondsUnconstrainedActively managed1.00 0.00%Analyze
IRBRXIvy Pictet Targeted Return Bond Fund Class NMutual fund06/15/2021US Fixed IncomeCorporate bondsUnconstrainedActively managed1.00 0.00%Analyze
IRBYXIvy Pictet Targeted Return Bond Fund Class YMutual fund06/15/2021US Fixed IncomeCorporate bondsUnconstrainedActively managed1.00 1.22%Analyze
IREAXIvy LaSalle Global Real Estate Fund Class AMutual fund04/01/2013Global EquitySingle industryReal estateActively managed1.00 1.51%Analyze
IREBXIvy LaSalle Global Real Estate Fund Class BMutual fund06/15/2021Global EquitySingle industryReal estateActively managed1.00 0.00%Analyze
IRECXIvy LaSalle Global Real Estate Fund Class CMutual fund06/15/2021Global EquitySingle industryReal estateActively managed1.00 2.30%Analyze
IREEXIvy Securian Real Estate Securities Fund Class EMutual fund06/15/2021US EquitySingle sectorReal estateActively managed1.00 0.00%Analyze
IREIXIvy Securian Real Estate Securities Fund Class IMutual fund06/15/2021US EquitySingle sectorReal estateActively managed1.00 0.00%Analyze
IRENXIvy LaSalle Global Real Estate Fund Class NMutual fund06/15/2021Global EquitySingle industryReal estateActively managed1.00 0.00%Analyze
IRERXIvy LaSalle Global Real Estate Fund Class RMutual fund06/15/2021Global EquitySingle industryReal estateActively managed1.00 0.00%Analyze
IRESXIvy LaSalle Global Real Estate Fund Class IMutual fund06/15/2021Global EquitySingle industryReal estateActively managed1.00 0.00%Analyze
IREYXIvy LaSalle Global Real Estate Fund Class YMutual fund06/15/2021Global EquitySingle industryReal estateActively managed1.00 1.46%Analyze
IRGFXIvy Small Cap Growth Fund Class NMutual fund06/15/2021US Equity Broad marketSmall capActively managed1.00 0.00%Analyze
IRPOXIvy Apollo Strategic Income Fund Class NMutual fund06/15/2021US Fixed Income Broad marketUnconstrainedActively managed1.00 0.00%Analyze
IRSAXIvy Securian Real Estate Securities Fund Class AMutual fund02/25/1999US EquitySingle sectorReal estateActively managed1.00 1.42%Analyze
IRSBXIvy Securian Real Estate Securities Fund Class BMutual fund06/15/2021US EquitySingle sectorReal estateActively managed1.00 0.00%Analyze
IRSCXIvy Securian Real Estate Securities Fund Class CMutual fund06/15/2021US EquitySingle sectorReal estateActively managed1.00 2.19%Analyze
IRSEXIvy Securian Real Estate Securities Fund Class NMutual fund06/15/2021US EquitySingle sectorReal estateActively managed1.00 0.00%Analyze
IRSRXIvy Securian Real Estate Securities Fund Class RMutual fund06/15/2021US EquitySingle sectorReal estateActively managed1.00 0.00%Analyze
IRSYXIvy Securian Real Estate Securities Fund Class YMutual fund06/15/2021US EquitySingle sectorReal estateActively managed1.00 1.27%Analyze
IRUTXIvy Proshares Russell 2000 Dividend Growers Index Fund Class TMutual fund06/15/2021Actively managed1.00 0.00%Analyze
ISGEXIvy Small Cap Growth Fund Class EMutual fund06/15/2021US Equity Broad marketSmall capActively managed1.00 0.00%Analyze
ISPVXIvy Small Cap Core Fund Class NMutual fund06/15/2021US Equity Broad marketSmall capActively managed1.00 0.00%Analyze
ISTEXIvy Science and Technology Fund Class EMutual fund06/15/2021US Equity Single sectorInformation TechnologyActively managed1.00 0.00%Analyze
ISTIXIvy Science and Technology Fund Class IMutual fund06/15/2021US Equity Single sectorInformation TechnologyActively managed1.00 0.00%Analyze
ISTNXIvy Science and Technology Fund Class NMutual fund06/15/2021US Equity Single sectorInformation TechnologyActively managed1.00 0.00%Analyze
ITGRXIvy Global Growth Fund Class NMutual fund06/15/2021Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
ITMCXIvy ProShares MSCI ACWI Index Fund Class TMutual fund06/15/2021Actively managed1.00 0.00%Analyze
IVAEXIvy Asset Strategy Fund Class IMutual fund06/15/2021Asset AllocationGlobalModerateActively managed1.00 0.00%Analyze
IVALXIvy Value Fund Class NMutual fund06/15/2021US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
IVBDXIvy Global Bond Fund Class NMutual fund06/15/2021US Fixed Income Broad marketUnconstrainedActively managed1.00 0.00%Analyze
IVBEXIvy Securian Core Bond Fund Class EMutual fund06/15/2021US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
IVBIXIvy Securian Core Bond Fund Class IMutual fund06/15/2021US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
IVEEXIvy Energy Fund Class EMutual fund06/15/2021Actively managed1.00 0.00%Analyze
IVEIXIvy Energy Fund Class IMutual fund06/15/2021US Equity Single sectorEnergyActively managed1.00 0.00%Analyze
IVHEXIvy High Income Fund Class EMutual fund06/15/2021US Fixed IncomeCorporate bondsHigh yieldActively managed1.00 0.00%Analyze
IVHIXIvy High Income Fund Class IMutual fund06/15/2021US Fixed IncomeCorporate bondsHigh yieldActively managed1.00 0.00%Analyze
IVIAXIvy International Core Equity Fund Class AMutual fund05/13/1997Global Equity Developed markets ex-USLarge capActively managed1.00 1.25%Analyze
IVIBXIvy Global Growth Fund Class BMutual fund06/15/2021Global EquityGlobalLarge capActively managed1.00 2.38%Analyze
IVIFXIvy International Core Equity Fund Class CMutual fund06/15/2021Global Equity Developed markets ex-USLarge capActively managed1.00 1.93%Analyze
IVINXIvy Global Growth Fund Class AMutual fund04/30/1986Global EquityGlobalLarge capActively managed1.00 1.36%Analyze
IVIYXIvy Global Growth Fund Class YMutual fund06/15/2021Global EquityGlobalLarge capActively managed1.00 1.35%Analyze
IVJAXIvy International Small Cap Fund Class AMutual fund01/10/2017Global Equity Developed markets ex-USSmall and mid capActively managed1.00 1.45%Analyze
IVJCXIvy International Small Cap Fund Class CMutual fund06/15/2021Global Equity Developed markets ex-USSmall and mid capActively managed1.00 0.00%Analyze
IVJIXIvy International Small Cap Fund Class IMutual fund06/15/2021Global Equity Developed markets ex-USSmall and mid capActively managed1.00 0.00%Analyze
IVJRXIvy International Small Cap Fund Class NMutual fund06/15/2021Global Equity Developed markets ex-USSmall and mid capActively managed1.00 0.00%Analyze
IVJYXIvy International Small Cap Fund Class YMutual fund06/15/2021Global Equity Developed markets ex-USSmall and mid capActively managed1.00 1.45%Analyze
IVLEXIvy Limited-Term Bond Fund Class EMutual fund06/15/2021US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
IVNCXIvy Global Growth Fund Class CMutual fund06/15/2021Global EquityGlobalLarge capActively managed1.00 2.17%Analyze
IVSAXIvy Global Bond Fund Class AMutual fund04/04/2008US Fixed Income Broad marketUnconstrainedActively managed1.00 0.99%Analyze
IVSBXIvy Global Bond Fund Class BMutual fund06/15/2021US Fixed Income Broad marketUnconstrainedActively managed1.00 0.00%Analyze
IVSCXIvy Global Bond Fund Class CMutual fund06/15/2021US Fixed Income Broad marketUnconstrainedActively managed1.00 1.74%Analyze
IVSIXIvy Global Bond Fund Class IMutual fund06/15/2021US Fixed Income Broad marketUnconstrainedActively managed1.00 0.00%Analyze
IVSYXIvy Global Bond Fund Class YMutual fund06/15/2021US Fixed Income Broad marketUnconstrainedActively managed1.00 0.99%Analyze
IVTAXIvy Managed International Opportunities Fund Class AMutual fund04/02/2007Global Equity Developed markets ex-USLarge capActively managed1.00 1.35%Analyze
IVTBXIvy Managed International Opportunities Fund Class BMutual fund06/15/2021Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
IVTCXIvy Managed International Opportunities Fund Class CMutual fund06/15/2021Global Equity Developed markets ex-USLarge capActively managed1.00 2.14%Analyze
IVTEXIvy Managed International Opportunities Fund Class EMutual fund06/15/2021Actively managed1.00 0.00%Analyze
IVTIXIvy Managed International Opportunities Fund Class IMutual fund06/15/2021Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
IVTNXIvy Managed International Opportunities Fund Class NMutual fund06/15/2021Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
IVTYXIvy Managed International Opportunities Fund Class YMutual fund06/15/2021Global Equity Developed markets ex-USLarge capActively managed1.00 1.24%Analyze
IVVEXIvy Value Fund Class EMutual fund06/15/2021Actively managed1.00 0.00%Analyze
IVVIXIvy Small Cap Core Fund Class IMutual fund06/15/2021US Equity Broad marketSmall capActively managed1.00 0.00%Analyze
IVVYXIvy International Core Equity Fund Class YMutual fund06/15/2021Global Equity Developed markets ex-USLarge capActively managed1.00 1.19%Analyze
IVYEXIvy Balanced Fund Class EMutual fund06/15/2021Actively managed1.00 0.00%Analyze
IWGAXIvy Wilshire Global Allocation Fund Class AMutual fund03/09/1995Asset AllocationGlobalModerateActively managed1.00 1.15%Analyze
IWGBXIvy Wilshire Global Allocation Fund Class BMutual fund06/15/2021Asset AllocationGlobalModerateActively managed1.00 0.00%Analyze
IWGCXIvy Wilshire Global Allocation Fund Class CMutual fund06/15/2021Asset AllocationGlobalModerateActively managed1.00 0.00%Analyze
IWGEXIvy Wilshire Global Allocation Fund Class EMutual fund06/15/2021Actively managed1.00 0.00%Analyze
IWGIXIvy Wilshire Global Allocation Fund Class IMutual fund06/15/2021Asset AllocationGlobalModerateActively managed1.00 0.00%Analyze
IWGNXIvy Wilshire Global Allocation Fund Class NMutual fund06/15/2021Asset AllocationGlobalModerateActively managed1.00 0.00%Analyze
IWGRXIvy Wilshire Global Allocation Fund Class RMutual fund06/15/2021Asset AllocationGlobalModerateActively managed1.00 0.00%Analyze
IWGYXIvy Wilshire Global Allocation Fund Class YMutual fund06/15/2021Asset AllocationGlobalModerateActively managed1.00 0.00%Analyze
IYAIXIvy Value Fund Class IMutual fund06/15/2021US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
IYBDXIvy Securian Core Bond Fund Class RMutual fund06/15/2021US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
IYBFXIvy Balanced Fund Class RMutual fund06/15/2021Asset AllocationUSModerateActively managed1.00 0.00%Analyze
IYBIXIvy Balanced Fund Class IMutual fund06/15/2021Asset AllocationUSModerateActively managed1.00 0.00%Analyze
IYCEXIvy Core Equity Fund Class RMutual fund06/15/2021US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
IYCTXIvy Small Cap Core Fund Class TMutual fund06/15/2021US Equity Broad marketSmall capActively managed1.00 0.00%Analyze
IYCUXIvy Pzena International Value Fund Class RMutual fund06/15/2021Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
IYEFXIvy Energy Fund Class RMutual fund06/15/2021US Equity Single sectorEnergyActively managed1.00 0.00%Analyze
IYGEXIvy Global Equity Income Fund Class RMutual fund06/15/2021Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
IYGIXIvy Large Cap Growth Fund Class IMutual fund06/15/2021US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
IYGOXIvy Global Bond Fund Class RMutual fund06/15/2021US Fixed Income Broad marketUnconstrainedActively managed1.00 0.00%Analyze
IYHIXIvy High Income Fund Class RMutual fund06/15/2021US Fixed IncomeCorporate bondsHigh yieldActively managed1.00 0.00%Analyze
IYIAXIvy Municipal High Income Fund Class AMutual fund12/30/1998US Fixed Income Municipal bondsHigh yieldActively managed1.00 0.87%Analyze
IYIBXIvy Municipal High Income Fund Class BMutual fund06/15/2021US Fixed Income Municipal bondsHigh yieldActively managed1.00 0.00%Analyze
IYICXIvy Municipal High Income Fund Class CMutual fund06/15/2021US Fixed Income Municipal bondsHigh yieldActively managed1.00 1.58%Analyze
IYIGXIvy Global Growth Fund Class RMutual fund06/15/2021Global EquityGlobalLarge capActively managed1.00 0.00%Analyze
IYINXIvy Municipal High Income Fund Class NMutual fund06/15/2021US Fixed Income Municipal bondsHigh yieldActively managed1.00 0.00%Analyze
IYITXIvy International Core Equity Fund Class RMutual fund06/15/2021Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
IYIYXIvy Municipal High Income Fund Class YMutual fund06/15/2021US Fixed Income Municipal bondsHigh yieldActively managed1.00 0.87%Analyze
IYLTXIvy Limited-Term Bond Fund Class RMutual fund06/15/2021US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
IYMGXIvy Managed International Opportunities Fund Class RMutual fund06/15/2021Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
IYMIXIvy Mid Cap Growth Fund Class IMutual fund06/15/2021US EquityBroad marketMid capActively managed1.00 0.00%Analyze
IYPCXIvy Emerging Markets Equity Fund Class RMutual fund06/15/2021Global EquityEmerging marketsLarge and mid capActively managed1.00 0.00%Analyze
IYPOXIvy Apollo Strategic Income Fund Class YMutual fund06/15/2021US Fixed Income Broad marketUnconstrainedActively managed1.00 1.11%Analyze
IYSAXIvy Small Cap Core Fund Class AMutual fund01/31/1997US Equity Broad marketSmall capActively managed1.00 1.46%Analyze
IYSBXIvy Small Cap Core Fund Class BMutual fund06/15/2021US Equity Broad marketSmall capActively managed1.00 0.00%Analyze
IYSCXIvy Small Cap Core Fund Class CMutual fund06/15/2021US Equity Broad marketSmall capActively managed1.00 2.14%Analyze
IYSIXIvy Small Cap Growth Fund Class InstitutionalMutual fund06/15/2021US Equity Broad marketSmall capActively managed1.00 0.00%Analyze
IYSMXIvy Small Cap Core Fund Class RMutual fund06/15/2021US Equity Broad marketSmall capActively managed1.00 0.00%Analyze
IYSTXIvy Small Cap Growth Fund Class TMutual fund06/15/2021US Equity Broad marketSmall capActively managed1.00 0.00%Analyze
IYSYXIvy Small Cap Core Fund Class YMutual fund06/15/2021US Equity Broad marketSmall capActively managed1.00 0.00%Analyze
IYVAXIvy Value Fund Class AMutual fund09/16/1994US Equity Broad marketLarge capActively managed1.00 1.21%Analyze
IYVBXIvy Value Fund Class BMutual fund06/15/2021US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
IYVCXIvy Value Fund Class CMutual fund06/15/2021US Equity Broad marketLarge capActively managed1.00 1.94%Analyze
IYVIXIvy Small Cap Core Fund Class EMutual fund06/15/2021Actively managed1.00 0.00%Analyze
IYVLXIvy Value Fund Class RMutual fund06/15/2021US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
IYVYXIvy Value Fund Class YMutual fund06/15/2021US Equity Broad marketLarge capActively managed1.00 1.21%Analyze
WASAXIvy Asset Strategy Fund Class AMutual fund04/20/1995Asset AllocationGlobalModerateActively managed1.00 1.13%Analyze
WASBXIvy Asset Strategy Fund Class BMutual fund06/15/2021Asset AllocationGlobalModerateActively managed1.00 0.00%Analyze
WASCXIvy Asset Strategy Fund Class CMutual fund06/15/2021Asset AllocationGlobalModerateActively managed1.00 1.86%Analyze
WASYXIvy Asset Strategy Fund Class YMutual fund06/15/2021Asset AllocationGlobalModerateActively managed1.00 1.08%Analyze
WCEAXIvy Core Equity Fund Class AMutual fund09/21/1992US Equity Broad marketLarge capActively managed1.00 1.03%Analyze
WCEBXIvy Core Equity Fund Class BMutual fund06/15/2021US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
WCEYXIvy Core Equity Fund Class YMutual fund06/15/2021US Equity Broad marketLarge capActively managed1.00 0.84%Analyze
WHIAXIvy High Income Fund Class AMutual fund07/31/1997US Fixed IncomeCorporate bondsHigh yieldActively managed1.00 0.95%Analyze
WHIBXIvy High Income Fund Class BMutual fund06/15/2021US Fixed IncomeCorporate bondsHigh yieldActively managed1.00 0.00%Analyze
WHITXIvy High Income Fund Class TMutual fund06/15/2021US Fixed IncomeCorporate bondsHigh yieldActively managed1.00 0.00%Analyze
WHIYXIvy High Income Fund Class YMutual fund06/15/2021US Fixed IncomeCorporate bondsHigh yieldActively managed1.00 0.95%Analyze
WLBCXIvy Limited-Term Bond Fund Class CMutual fund06/15/2021US Fixed Income Corporate bondsInvestment gradeActively managed1.00 1.66%Analyze
WLGAXIvy Large Cap Growth Fund Class AMutual fund06/30/2000US Equity Broad marketLarge capActively managed1.00 1.12%Analyze
WLGBXIvy Large Cap Growth Fund Class BMutual fund06/15/2021US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
WLGCXIvy Large Cap Growth Fund Class CMutual fund06/15/2021US Equity Broad marketLarge capActively managed1.00 1.86%Analyze
WLGRXIvy Large Cap Growth Fund Class RMutual fund06/15/2021US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
WLGYXIvy Large Cap Growth Fund Class YMutual fund06/15/2021US Equity Broad marketLarge capActively managed1.00 1.06%Analyze
WLTAXIvy Limited-Term Bond Fund Class AMutual fund09/21/1992US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.89%Analyze
WLTBXIvy Limited-Term Bond Fund Class BMutual fund06/15/2021US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
WLTYXIvy Limited-Term Bond Fund Class YMutual fund06/15/2021US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.89%Analyze
WMBAXIvy Municipal Bond Fund Class AMutual fund09/21/1992US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.84%Analyze
WMBBXIvy Municipal Bond Fund Class BMutual fund06/15/2021US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.00%Analyze
WMBCXIvy Municipal Bond Fund Class CMutual fund06/15/2021US Fixed Income Municipal bondsInvestment gradeActively managed1.00 1.73%Analyze
WMBYXIvy Municipal Bond Fund Class YMutual fund06/15/2021US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.84%Analyze
WMGAXIvy Mid Cap Growth Fund Class AMutual fund06/30/2000US EquityBroad marketMid capActively managed1.00 1.30%Analyze
WMGBXIvy Mid Cap Growth Fund Class BMutual fund06/15/2021US EquityBroad marketMid capActively managed1.00 0.00%Analyze
WMGCXIvy Mid Cap Growth Fund Class CMutual fund06/15/2021US EquityBroad marketMid capActively managed1.00 2.02%Analyze
WMGRXIvy Mid Cap Growth Fund Class RMutual fund06/15/2021US EquityBroad marketMid capActively managed1.00 0.00%Analyze
WMGYXIvy Mid Cap Growth Fund Class YMutual fund06/15/2021US EquityBroad marketMid capActively managed1.00 1.27%Analyze
WRGCXIvy Small Cap Growth Fund Class CMutual fund06/15/2021US Equity Broad marketSmall capActively managed1.00 2.05%Analyze
WRHIXIvy High Income Fund Class CMutual fund06/15/2021US Fixed IncomeCorporate bondsHigh yieldActively managed1.00 1.66%Analyze
WSCYXIvy Small Cap Growth Fund Class YMutual fund06/15/2021US Equity Broad marketSmall capActively managed1.00 1.31%Analyze
WSGAXIvy Small Cap Growth Fund Class AMutual fund09/21/1992US Equity Broad marketSmall capActively managed1.00 1.34%Analyze
WSGBXIvy Small Cap Growth Fund Class BMutual fund06/15/2021US Equity Broad marketSmall capActively managed1.00 0.00%Analyze
WSGRXIvy Small Cap Growth Fund Class RMutual fund06/15/2021US Equity Broad marketSmall capActively managed1.00 0.00%Analyze
WSTAXIvy Science And Technology Fund Class AMutual fund07/31/1997US Equity Single sectorInformation TechnologyActively managed1.00 1.21%Analyze
WSTBXIvy Science And Technology Fund Class BMutual fund06/15/2021US Equity Single sectorInformation TechnologyActively managed1.00 0.00%Analyze
WSTCXIvy Science And Technology Fund Class CMutual fund06/15/2021US Equity Single sectorInformation TechnologyActively managed1.00 1.97%Analyze
WSTRXIvy Science and Technology Fund Class RMutual fund06/15/2021US Equity Single sectorInformation TechnologyActively managed1.00 0.00%Analyze
WSTYXIvy Science And Technology Fund Class YMutual fund06/15/2021US Equity Single sectorInformation TechnologyActively managed1.00 1.21%Analyze
WTRCXIvy Core Equity Fund Class CMutual fund06/15/2021US Equity Broad marketLarge capActively managed1.00 1.89%Analyze
WYMHXIvy Municipal High Income Fund Class IMutual fund06/15/2021US Fixed Income Municipal bondsHigh yieldActively managed1.00 0.00%Analyze
TOTAL301

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