IVY FUNDS Fund Family
| Fund | Settlement Date | Minimum Investment Amounts | |||
|---|---|---|---|---|---|
| Taxable Initial | Taxable Subsequent | Non-Taxable Initial | Non-Taxable Subsequent | ||
| IVY CASH MGMT A (IAAXX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| IVY BALANCED FUND CL A (IBNAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| IVY INTERNATIONAL CORE EQUITY CL I (ICEIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| IVY NATURAL RESOURCES CL A (IGNAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| IVY NATURAL RESOURCES CL Y (IGNYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| IVY FDS DEL EMRGN EQTY A (IPOAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| IVY SECURIAN REAL ESTATE SECURITIES FD C (IRSAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| IVY FDS INC DEL SCI TECHNO I (ISTIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| IVY FDS INC DELAWARE ASSET I (IVAEX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| IVY ENERGY INST (IVEIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| IVY HIGH INCM I (IVHIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| INVY INTERNATIONAL CORE EQUITY CL A (IVIAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| IVY GLOBAL GROWTH FD CL A (IVINX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| IVY GLOBAL BD A (IVSAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| IVY INTL CORE EQTY FD Y (IVVYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| IVY BALANCED I (IYBIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| IVY FDS INC DEL LG CAP GRW I (IYGIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| IVY FDS INC DELAWARE MIDCP I (IYMIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| IVY SMALL CAP CORE FUND CL A (IYSAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| IVY FDS INC DEL ASSET STR A (WASAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| IVY FDS INC DEL ASST STRT Y (WASYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| IVY CORE EQUITY FUND CL A (WCEAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| IVY FDS INC DEL HI INCOME A (WHIAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| IVY FDS INC DEL HIGH INCOM Y (WHIYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| IVY FDS INC DEL LG CAP GRW A (WLGAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| IVY FDS INC DEL LG CAP GRW Y (WLGYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| IVY MID CAP GROWTH FUND CL A (WMGAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| IVY GOVT MONEY MKT FD C (WRCXX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| IVY SMALL CAP GROWTH FUND CL A (WSGAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| IVY FDS INC DEL SCINC&TECH A (WSTAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| IVY FDS INC DEL SCI&TECH Y (WSTYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
Some funds charge fees to cover marketing, distribution and administrative expenses. These fees include marketing fees known as a “12b-1 fees”, as well as certain record keeping or shareholder services fees. Such fees are included in the fund’s overall expense ratio and a portion of these fees may be paid to us. We reserve the right to change the funds we make available at any time without prior notice.