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Ivy Funds

Fund Family Name Fund Name CUSIP Symbol   Morningstar Prospectus Objective  Min Initial Purchase  Min Subsequent Purchase  Min IRA Purchase Expense Ratio 12b-1 Sales Charge Available to New Shareholders Available to Existing Shareholders Exchange In Eligible Foreign Purchase Eligible
Ivy Funds IVY ASSET STRATEGIC CL B 466000742 WASBX Mutual Fund   Asset Allocation  $           500  $             -  $           500 1.87 1 5.00 No Yes 4 Y
Ivy Funds IVY ASSET STRATEGY CL A 466000759 WASAX Mutual Fund   Asset Allocation  $           500  $             -  $           500 1.03 0.25 5.75 Yes Yes 4 Y
Ivy Funds IVY ASSET STRATEGY CL C 466000734 WASCX Mutual Fund   Asset Allocation  $           500  $             -  $           500 1.8 1 1.00 No Yes 4 Y
Ivy Funds IVY ASSET STRATEGY CL Y 466000726 WASYX Mutual Fund   Asset Allocation  $           -  $             -  $           - 1.03 0.25 None No Yes 4 Y
Ivy Funds IVY ASSET STRATEGY FUND CL I 466001864 IVAEX Mutual Fund   Asset Allocation  $           100000  $             -  $           - 0.79 0 None No Yes 4 Y
Ivy Funds IVY BALANCED CLASS A 465898625 IBNAX Mutual Fund   Asset Allocation  $           500  $             -  $           500 1.36 0.25 5.75 Yes Yes 4 Y
Ivy Funds IVY BALANCED CLASS B 465898617 IBNBX Mutual Fund   Asset Allocation  $           500  $             -  $           500 2.28 1 5.00 No Yes 4 Y
Ivy Funds IVY BALANCED CLASS C 465898591 IBNCX Mutual Fund   Asset Allocation  $           500  $             -  $           500 1.96 1 1.00 No Yes 4 Y
Ivy Funds IVY BOND CLASS A 465898344 IBOAX Mutual Fund   Corporate Bond - General  $           500  $             -  $           500 1.25 0.25 5.75 Yes Yes 4 Y
Ivy Funds IVY BOND CLASS B 465898336 IBOBX Mutual Fund   Corporate Bond - General  $           500  $             -  $           500 2.6 1 5.00 No Yes 4 Y
Ivy Funds IVY BOND FUND CL C 465898328 IBOCX Mutual Fund   Corporate Bond - General  $           500  $             -  $           500 2.06 1 1.00 No Yes 4 Y
Ivy Funds IVY CAPITAL APP FUND CLASS A 466000536 WMEAX Mutual Fund   Growth  $           500  $             -  $           500 1.31 0.25 5.75 Yes Yes 4 Y
Ivy Funds IVY CAPITAL APPRECIATION CL Y 466000494 WMEYX Mutual Fund   Growth  $           -  $             -  $           - 1.16 0.25 None No Yes 4 Y
Ivy Funds IVY CAPITAL APPRECIATION FD B 466000528 WMEBX Mutual Fund   Growth  $           500  $             -  $           500 2.29 1 5.00 No Yes 4 Y
Ivy Funds IVY CAPITAL APPRECIATION FD CL C 466000510 WMECX Mutual Fund   Growth  $           500  $             -  $           500 2.03 1 1.00 No Yes 4 Y
Ivy Funds IVY CAPITAL APPRECIATION FD CL I 466000189 IVAIX Mutual Fund   Growth  $           100000  $             -  $           - 0.9 0 None No Yes 4 Y
Ivy Funds IVY CORE EQUITY CL A 466000106 WCEAX Mutual Fund   Growth and Income  $           500  $             -  $           500 1.46 0.25 5.75 Yes Yes 4 Y
Ivy Funds IVY CORE EQUITY CL B 466000205 WCEBX Mutual Fund   Growth and Income  $           500  $             -  $           500 2.48 1 5.00 No Yes 4 Y
Ivy Funds IVY CORE EQUITY CL C 466000304 WTRCX Mutual Fund   Growth and Income  $           500  $             -  $           500 2.21 1 1.00 No Yes 4 Y
Ivy Funds IVY CORE EQUITY CL Y 466000403 WCEYX Mutual Fund   Growth and Income  $           -  $             -  $           - 1.23 0.25 None No Yes 4 Y
Ivy Funds IVY CUNDILL GLOBAL VALUE CL Y 465897148 ICDYX Mutual Fund   World Stock  $           -  $             -  $           - 1.19 0.25 None No Yes 29 Y
Ivy Funds IVY CUNDILL GLOBAL VALUE CLASS A 465898880 ICDAX Mutual Fund   World Stock  $           500  $             -  $           500 1.81 0.25 5.75 Yes Yes 29 Y
Ivy Funds IVY CUNDILL GLOBAL VALUE CLASS B 465898799 ICDBX Mutual Fund   World Stock  $           500  $             -  $           500 2.71 1 5.00 No Yes 29 Y
Ivy Funds IVY CUNDILL GLOBAL VALUE CLASS C 465898781 ICDCX Mutual Fund   World Stock  $           500  $             -  $           500 2.42 1 1.00 No Yes 29 Y
Ivy Funds IVY DIVIDEND OPPORTUNITES CL Y 465898633 IVDYX Mutual Fund   Growth and Income  $           50  $             -  $           500 1.24 0.25 None No Yes 4 Y
Ivy Funds IVY DIVIDEND OPPORTUNITIES CL A 465898666 IVDAX Mutual Fund   Growth and Income  $           500  $             -  $           500 1.4 0.25 5.75 Yes Yes 4 Y
Ivy Funds IVY DIVIDEND OPPORTUNITIES CL B 465898658 IVDBX Mutual Fund   Growth and Income  $           500  $             -  $           500 2.43 1 5.00 No Yes 4 Y
Ivy Funds IVY DIVIDEND OPPORTUNITIES CL C 465898641 IVDCX Mutual Fund   Growth and Income  $           500  $             -  $           500 2.11 1 1.00 No Yes 4 Y
Ivy Funds IVY DIVIDEND OPPORTUNITIES CL I 465899201 IVDIX Mutual Fund   Growth and Income  $           -  $             -  $           - 0.99 0 None No Yes 4 Y
Ivy Funds IVY ENERGY FUND CL A 466000395 IEYAX Mutual Fund   Specialty - Natural Resources  $           500  $             -  $           500 1.6 0.25 5.75 Yes Yes 4 Y
Ivy Funds IVY ENERGY FUND CL B 466000387 IEYBX Mutual Fund   Specialty - Natural Resources  $           500  $             -  $           500 2.6 1 5.00 No Yes 4 Y
Ivy Funds IVY ENERGY FUND CL C 466000379 IEYCX Mutual Fund   Specialty - Natural Resources  $           500  $             -  $           500 2.5 1 1.00 No Yes 4 Y
Ivy Funds IVY ENERGY FUND CL Y 466000361 IEYYX Mutual Fund   Specialty - Natural Resources  $           -  $             -  $           - 1.6 0.25 None No Yes 4 Y
Ivy Funds IVY EUROPEAN OPPORT CL Y 465897130 IEOYX Mutual Fund   Growth  $           -  $             -  $           - 1.49 0.25 None No Yes 29 Y
Ivy Funds IVY EUROPEAN OPPTIES CLASS A 465898815 IEOAX Mutual Fund   Growth  $           500  $             -  $           500 1.84 0.25 5.75 Yes Yes 29 Y
Ivy Funds IVY EUROPEAN OPPTIES CLASS B 465898823 IEOBX Mutual Fund   Growth  $           500  $             -  $           500 2.73 1 5.00 No Yes 29 Y
Ivy Funds IVY EUROPEAN OPPTIES CLASS C 465898831 IEOCX Mutual Fund   Growth  $           500  $             -  $           500 2.47 1 1.00 No Yes 29 Y
Ivy Funds IVY GLOBAL BOND FUND A SHARES 465899748 IVSAX Mutual Fund   Income  $           500  $             -  $           500 1.01 0.25 5.75 Yes Yes 29 Y
Ivy Funds IVY GLOBAL BOND FUND CL I 465899714 IVSIX Mutual Fund   Income  $           -  $             -  $           - 0.76 0 None No Yes 29 Y
Ivy Funds IVY GLOBAL BOND FUND CLASS C 465899722 IVSCX Mutual Fund   Income  $           500  $             -  $           500 1.74 1 1.00 No Yes 29 Y
Ivy Funds IVY GLOBAL FUND CLASS B 465899730 IVSBX Mutual Fund   Income  $           500  $             -  $           500 1.76 1 5.00 No Yes 29 Y
Ivy Funds IVY GLOBAL NAT RESOURCES CL Y 465897122 IGNYX Mutual Fund   Growth  $           -  $             -  $           - 1.2 0.25 None No Yes 29 Y
Ivy Funds IVY GLOBAL NATURAL RESOURCES CLASS A 465897429 IGNAX Mutual Fund   Growth  $           500  $             -  $           500 1.4 0.25 5.75 Yes Yes 29 Y
Ivy Funds IVY GLOBAL NATURAL RESOURCES CLASS B 465897411 IGNBX Mutual Fund   Growth  $           500  $             -  $           500 2.19 1 5.00 No Yes 29 Y
Ivy Funds IVY GLOBAL NATURAL RESOURCES CLASS C 465897395 IGNCX Mutual Fund   Growth  $           500  $             -  $           500 2.1 1 1.00 No Yes 29 Y
Ivy Funds IVY GLOBAL NATURAL RESOURCES FD CL I 465899508 IGNIX Mutual Fund   Growth  $           100000  $             -  $           - 1.05 0 None No Yes 29 Y
Ivy Funds IVY GLOBAL NATURAL RESOURCES FD R 465898310 IGNRX Mutual Fund   Growth  $           -  $             -  $           - 1.57 0.5 None No Yes 29 Y
Ivy Funds IVY HIGH INCOME CL A 466000668 WHIAX Mutual Fund   Income  $           500  $             -  $           500 1.34 0.25 5.75 Yes Yes 4 Y
Ivy Funds IVY HIGH INCOME CL B 466000650 WHIBX Mutual Fund   Income  $           500  $             -  $           500 2.46 1 5.00 No Yes 4 Y
Ivy Funds IVY HIGH INCOME CL C 466000643 WRHIX Mutual Fund   Income  $           500  $             -  $           500 2.1 1 1.00 No Yes 4 Y
Ivy Funds IVY HIGH INCOME CLASS I 466000122 IVHIX Mutual Fund   Income  $           -  $             -  $           - 0.9 0 None No Yes 4 Y
Ivy Funds IVY HIGH INCOME CLASS Y 466000635 WHIYX Mutual Fund   Income  $           -  $             -  $           - 1.14 0.25 None No Yes 4 Y
Ivy Funds IVY INTERNATIONAL BALANCED CLASS A 465898567 IVBAX Mutual Fund   Multi-Asset Global  $           500  $             -  $           500 1.46 0.25 5.75 Yes Yes 29 Y
Ivy Funds IVY INTERNATIONAL BALANCED CLASS B 465898559 IVBBX Mutual Fund   Multi-Asset Global  $           500  $             -  $           500 2.44 1 5.00 No Yes 29 Y
Ivy Funds IVY INTERNATIONAL BALANCED CLASS C 465898542 IVBCX Mutual Fund   Multi-Asset Global  $           500  $             -  $           500 2.13 1 1.00 No Yes 29 Y
Ivy Funds IVY INTERNATIONAL BALANCED FD CL Y 465898534 IVBYX Mutual Fund   Multi-Asset Global  $           50  $             -  $           500 1.33 0.25 None No Yes 29 Y
Ivy Funds IVY INTERNATIONAL CORE EQUITY CL I 465899706 ICEIX Mutual Fund   Aggressive Growth  $           -  $             -  $           - 1.12 0 None No Yes 29 Y
Ivy Funds IVY INTERNATIONAL CORE EQUITY CL Y 465898682 IVVYX Mutual Fund   Aggressive Growth  $           -  $             -  $           - 1.38 0.25 None No Yes 29 Y
Ivy Funds IVY INTERNATIONAL CORE EQUITY FD CL A 465897353 IVIAX Mutual Fund   Aggressive Growth  $           500  $             -  $           500 1.64 0.25 5.75 Yes Yes 29 Y
Ivy Funds IVY INTERNATIONAL CORE EQUITY FD CL B 465897346 IIFBX Mutual Fund   Aggressive Growth  $           500  $             -  $           500 2.55 1 5.00 No Yes 29 Y
Ivy Funds IVY INTERNATIONAL CORE EQUITY FD CL C 465897338 IVIFX Mutual Fund   Aggressive Growth  $           500  $             -  $           500 2.29 1 1.00 No Yes 29 Y
Ivy Funds IVY INTERNATIONAL GROWTH FD CL A 465897502 IVINX Mutual Fund   Growth  $           500  $             -  $           500 1.57 0.21 5.75 Yes Yes 29 Y
Ivy Funds IVY INTERNATIONAL GROWTH FD CL B 465897601 IVIBX Mutual Fund   Growth  $           500  $             -  $           500 2.62 1 5.00 No Yes 29 Y
Ivy Funds IVY INTERNATIONAL GROWTH FUND CL C 465897585 IVNCX Mutual Fund   Growth  $           500  $             -  $           500 2.54 1 1.00 No Yes 29 Y
Ivy Funds IVY INTERNATIONAL GROWTH FUND CL Y 465897114 IVIYX Mutual Fund   Growth  $           -  $             -  $           - 1.21 0.25 None No Yes 29 Y
Ivy Funds IVY INTERNATL BALANCED CL I 465899763 IIBIX Mutual Fund   Multi-Asset Global  $           100000  $             -  $           - 0.99 0 None No Yes 29 Y
Ivy Funds IVY LARGE CAP GROWTH CL A 466000627 WLGAX Mutual Fund   Growth  $           500  $             -  $           500 1.15 0.25 5.75 Yes Yes 4 Y
Ivy Funds IVY LARGE CAP GROWTH CL B 466000619 WLGBX Mutual Fund   Growth  $           500  $             -  $           500 2.49 1 5.00 No Yes 4 Y
Ivy Funds IVY LARGE CAP GROWTH CL C 466000593 WLGCX Mutual Fund   Growth  $           500  $             -  $           500 2.08 1 1.00 No Yes 4 Y
Ivy Funds IVY LARGE CAP GROWTH CL Y 466000585 WLGYX Mutual Fund   Growth  $           -  $             -  $           - 1.06 0.25 None No Yes 4 Y
Ivy Funds IVY LARGE CAP GROWTH FD CL R 466000429 WLGRX Mutual Fund   Growth  $           -  $             -  $           - 1.47 0.5 None No Yes 4 Y
Ivy Funds IVY LARGE CAP GROWTH FUND CL I 466001203 IYGIX Mutual Fund   Growth  $           100000  $             -  $           - 0.92 0 None No Yes 4 Y
Ivy Funds IVY LIMITED TERM BOND CLASS I 466001401 ILTIX Mutual Fund   Corporate Bond - General  $           -  $             -  $           - 0.57 0 None No Yes 4 Y
Ivy Funds IVY LIMITED TERM BOND FUND CL A 466000882 WLTAX Mutual Fund   Corporate Bond - General  $           500  $             -  $           500 0.91 0.25 2.50 Yes Yes 4 Y
Ivy Funds IVY LIMITED TERM BOND FUND CL B 466000874 WLTBX Mutual Fund   Corporate Bond - General  $           500  $             -  $           500 1.73 1 5.00 No Yes 4 Y
Ivy Funds IVY LIMITED TERM BOND FUND CLASS C 466000866 WLBCX Mutual Fund   Corporate Bond - General  $           500  $             -  $           500 1.59 1 1.00 No Yes 4 Y
Ivy Funds IVY MANAGED EURO PACIFIC CL A 465898286 IVMAX Mutual Fund   Growth  $           500  $             -  $           500 0.72 0.25 5.75 Yes Yes 29 Y
Ivy Funds IVY MANAGED EUROPACI FIC CL C 465898260 IVMCX Mutual Fund   Growth  $           500  $             -  $           500 1.52 1 1.00 No Yes 29 Y
Ivy Funds IVY MANAGED EUROPACI FIC CL Y 465898237 IVMYX Mutual Fund   Growth  $           -  $             -  $           500 0.73 0.25 None No Yes 29 Y
Ivy Funds IVY MANAGED EUROPACIFIC CL B 465898278 IVMBX Mutual Fund   Growth  $           500  $             -  $           500 1.7 1 5.00 No Yes 29 Y
Ivy Funds IVY MANAGED INTERNAT IONAL OPPS CL B 465898211 IVTBX Mutual Fund   Growth  $           500  $             -  $           500 1.41 1 5.00 No Yes 29 Y
Ivy Funds IVY MANAGED INTERNAT IONAL OPPS CL C 465898195 IVTCX Mutual Fund   Growth  $           500  $             -  $           500 1.35 1 1.00 No Yes 29 Y
Ivy Funds IVY MANAGED INTERNAT IONAL OPPS CL Y 465898161 IVTYX Mutual Fund   Growth  $           -  $             -  $           500 0.59 0.25 None No Yes 29 Y
Ivy Funds IVY MANAGED INTERNATIONAL OPPS A 465898229 IVTAX Mutual Fund   Growth  $           500  $             -  $           500 0.57 0.25 5.75 Yes Yes 29 Y
Ivy Funds IVY MICRO CAP GROWTH CLASS A 465899680 IGWAX Mutual Fund   Growth  $           500  $             -  $           100 2.55 0.25 5.75 Yes Yes 4 Y
Ivy Funds IVY MICRO CAP GROWTH FD CLASS C 465899664 IGWCX Mutual Fund   Growth  $           500  $             -  $           500 -999 1 1.00 No Yes 4 Y
Ivy Funds IVY MID CAP GROWTH CL A 466000577 WMGAX Mutual Fund   Growth  $           500  $             -  $           500 1.65 0.25 5.75 Yes Yes 4 Y
Ivy Funds IVY MID CAP GROWTH CL B 466000569 WMGBX Mutual Fund   Growth  $           500  $             -  $           500 2.92 1 5.00 No Yes 4 Y
Ivy Funds IVY MID CAP GROWTH CL C 466000551 WMGCX Mutual Fund   Growth  $           500  $             -  $           500 2.35 1 1.00 No Yes 4 Y
Ivy Funds IVY MID CAP GROWTH CL I 466001609 IYMIX Mutual Fund   Growth  $           -  $             -  $           - 1.17 0 None No Yes 4 Y
Ivy Funds IVY MID CAP GROWTH CL Y 466000544 WMGYX Mutual Fund   Growth  $           -  $             -  $           - 1.25 0.25 None No Yes 4 Y
Ivy Funds IVY MID CAP GROWTH F D CL R 466000411 WMGRX Mutual Fund   Growth  $           -  $             -  $           - 1.72 0.5 None No Yes 4 Y
Ivy Funds IVY MORTGAGE SECURITES CLASS C 465898492 IYMCX Mutual Fund   Government Bond - Mortgage  $           500  $             -  $           500 2.02 1 1.00 No Yes 4 Y
Ivy Funds IVY MORTGAGE SECURITIES CL B 465898518 IYMBX Mutual Fund   Government Bond - Mortgage  $           500  $             -  $           500 2.33 1 5.00 No Yes 4 Y
Ivy Funds IVY MORTGAGE SECURITIES CLASS A 465898526 IYMAX Mutual Fund   Government Bond - Mortgage  $           500  $             -  $           500 1.29 0.25 5.75 Yes Yes 4 Y
Ivy Funds IVY MUNICIPAL BOND CLASS B 466000833 WMBBX Mutual Fund   Municipal Bond - National  $           500  $             -  $           500 2.02 1 5.00 No Yes 4 Y
Ivy Funds IVY MUNICIPAL BOND FD CL A 466000841 WMBAX Mutual Fund   Municipal Bond - National  $           500  $             -  $           500 1.24 0.25 4.25 Yes Yes 4 Y
Ivy Funds IVY MUNICIPAL BOND FD CLASS C 466000825 WMBCX Mutual Fund   Municipal Bond - National  $           500  $             -  $           500 2 1 1.00 No Yes 4 Y
Ivy Funds IVY MUNICIPAL HIGH INCOME CL I 466001757 WYMHX Mutual Fund   Municipal Bond - National  $           -  $             -  $           - 0.7 0 None No Yes 4 Y
Ivy Funds IVY MUNICIPAL HIGH INCOME FUND CL C 466001765 IYICX Mutual Fund    $           500  $             -  $           500 1.00 No Yes 4 Y
Ivy Funds IVY PACIFIC OPPORTUNITES CL B 465897858 IPOBX Mutual Fund   Growth  $           500  $             -  $           500 3.07 1 5.00 No Yes 29 Y
Ivy Funds IVY PACIFIC OPPORTUNITIES CL A 465897866 IPOAX Mutual Fund   Growth  $           500  $             -  $           500 1.92 0.25 5.75 Yes Yes 29 Y
Ivy Funds IVY PACIFIC OPPORTUNITIES CL C 465897643 IPOCX Mutual Fund   Growth  $           500  $             -  $           500 2.69 1 1.00 No Yes 29 Y
Ivy Funds IVY REAL ESTATE FUND CL Y 465898443 IRSYX Mutual Fund   Specialty - Real Estate  $           -  $             -  $           2500 1.39 0.25 None No Yes 4 Y
Ivy Funds IVY REAL ESTATE SEC FD CL R 465898294 IRSRX Mutual Fund   Specialty - Real Estate  $           -  $             -  $           - 1.7 0.5 None No Yes 4 Y
Ivy Funds IVY REAL ESTATE SECURITIES CLASS A 465898476 IRSAX Mutual Fund   Specialty - Real Estate  $           500  $             -  $           500 1.93 0.25 5.75 Yes Yes 4 Y
Ivy Funds IVY REAL ESTATE SECURITIES CLASS B 465898468 IRSBX Mutual Fund   Specialty - Real Estate  $           500  $             -  $           500 3.18 1 5.00 No Yes 4 Y
Ivy Funds IVY REAL ESTATE SECURITIES CLASS C 465898450 IRSCX Mutual Fund   Specialty - Real Estate  $           500  $             -  $           500 2.79 1 1.00 No Yes 4 Y
Ivy Funds IVY SCIENCE & TECHNOLOGY CL A 466000718 WSTAX Mutual Fund   Specialty - Technology  $           500  $             -  $           500 1.5 0.25 5.75 Yes Yes 4 Y
Ivy Funds IVY SCIENCE & TECHNOLOGY CL B 466000692 WSTBX Mutual Fund   Specialty - Technology  $           500  $             -  $           500 2.56 1 5.00 No Yes 4 Y
Ivy Funds IVY SCIENCE & TECHNOLOGY CL C 466000684 WSTCX Mutual Fund   Specialty - Technology  $           500  $             -  $           500 2.3 1 1.00 No Yes 4 Y
Ivy Funds IVY SCIENCE & TECHNOLOGY CL Y 466000676 WSTYX Mutual Fund   Specialty - Technology  $           -  $             -  $           - 1.33 0.25 None No Yes 4 Y
Ivy Funds IVY SCIENCE & TECHNOLOGY FUND CL I 466001807 ISTIX Mutual Fund   Specialty - Technology  $           100000  $             -  $           - 1.07 0 None No Yes 4 Y
Ivy Funds IVY SCIENCE& TECH FD CL R 466000437 WSTRX Mutual Fund   Specialty - Technology  $           -  $             -  $           - 1.62 0.5 None No Yes 4 Y
Ivy Funds IVY SMALL CAP GROWTH CL A 466000502 WSGAX Mutual Fund   Growth  $           500  $             -  $           500 1.71 0.25 5.75 Yes Yes 4 Y
Ivy Funds IVY SMALL CAP GROWTH CL Y 466000809 WSCYX Mutual Fund   Growth  $           -  $             -  $           - 1.34 0.25 None No Yes 4 Y
Ivy Funds IVY SMALL CAP GROWTH CLASS C 466000700 WRGCX Mutual Fund   Growth  $           500  $             -  $           500 2.34 1 1.00 No Yes 4 Y
Ivy Funds IVY SMALL CAP GROWTH FD CL R 466000445 WSGRX Mutual Fund   Growth  $           -  $             -  $           - 1.63 0.5 None No Yes 4 Y
Ivy Funds IVY SMALL CAP GROWTH FUND CL B 466000601 WSGBX Mutual Fund   Growth  $           500  $             -  $           500 2.75 1 5.00 No Yes 4 Y
Ivy Funds IVY SMALL CAP GROWTH FUND CL I 466001872 IYSIX Mutual Fund   Growth  $           -  $             -  $           - 1.09 0 None No Yes 4 Y
Ivy Funds IVY SMALL CAP VALUE CLASS A 465898435 IYSAX Mutual Fund   Small Company  $           500  $             -  $           500 1.93 0.25 5.75 Yes Yes 4 Y
Ivy Funds IVY SMALL CAP VALUE CLASS B 465898427 IYSBX Mutual Fund   Small Company  $           500  $             -  $           500 3.04 1 5.00 No Yes 4 Y
Ivy Funds IVY SMALL CAP VALUE CLASS C 465898419 IYSCX Mutual Fund   Small Company  $           500  $             -  $           500 2.72 1 1.00 No Yes 4 Y
Ivy Funds IVY TAX MANAGED EQUITY FUND CL A 466001831 IYEAX Mutual Fund   Growth  $           500  $             -  $           500 -999 0.25 5.75 Yes Yes 4 Y
Ivy Funds IVY VALUE CL A 465898385 IYVAX Mutual Fund   Growth and Income  $           500  $             -  $           500 1.7 0.25 5.75 Yes Yes 4 Y
Ivy Funds IVY VALUE CL B 465898377 IYVBX Mutual Fund   Growth and Income  $           500  $             -  $           500 3.08 1 5.00 No Yes 4 Y
Ivy Funds IVY VALUE CL C 465898369 IYVCX Mutual Fund   Growth and Income  $           500  $             -  $           500 2.79 1 1.00 No Yes 4 Y
Ivy Funds IVY VALUE FUND CL I 465899789 IYAIX Mutual Fund   Growth and Income  $           100000  $             -  $           - 1.11 0 None No Yes 4 Y
Ivy Funds IVY ASSET STRATEGY CLASS R 466000114 IASRX Mutual Fund   Asset Allocation  $           -  $             -  $           - 1.99 0.5 None Yes Yes Y Y
Ivy Funds IVY LIMITED TERM BD FUND CLASS Y 466000858 WLTYX Mutual Fund   Corporate Bond - General  $           -  $             -  $           50 0.86 0.25 None Yes Yes Y Y



 








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