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Filing Detail
Form N-CEN - Annual Report for Registered Investment Companies:
SEC Accession No. 0001752724-20-181704
Filing Date
2020-09-08
Accepted
2020-09-08 15:08:46
Documents
2
Period of Report
2020-06-30
Effectiveness Date
2020-09-08

Document Format Files

Seq Description Document Type Size
1 primary_doc.html N-CEN  
1 primary_doc.xml N-CEN 59023
2 INTERNAL CONTROL REPORT AUDIT LETTER ItemG.1.a.iii_IVYIRPAF.htm INTERNAL CONTROL RPT 5663
  Complete submission text file 0001752724-20-181704.txt   118408

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 IASRX
Class/Contract C000146677   Class N IASTX
  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
Class/Contract C000193497   Class N IMBNX
  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
Class/Contract C000146678   Class N ISTNX
  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
Class/Contract C000146679   Class N IRGFX
Class/Contract C000193498   Class T IYSTX
  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
Class/Contract C000122149   Class R IYCEX
Class/Contract C000146680   Class N ICEQX
Class/Contract C000182424   Class T
  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
Class/Contract C000122150   Class R IYHIX
Class/Contract C000146681   Class N IHIFX
Class/Contract C000193499   Class T WHITX
  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
Class/Contract C000146682   Class N ILGRX
  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
Class/Contract C000122151   Class R IYLTX
Class/Contract C000146683   Class N ILMDX
  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
Class/Contract C000146684   Class N IGRFX
  Status Name Ticker Symbol
CIK 0000883622      
Series S000006294   Ivy Government 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
Class/Contract C000193500   Class N WRNXX
  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
Class/Contract C000122152   Class R IYEFX
Class/Contract C000146685   Class N IENRX
  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
Class/Contract C000122153   Class R IYBFX
Class/Contract C000146686   Class N IBARX
  Status Name Ticker Symbol
CIK 0000883622      
Series S000024824   Ivy Global 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
Class/Contract C000122154   Class R IYIGX
Class/Contract C000146687   Class N ITGRX
  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
Class/Contract C000122156   Class R IYMGX
Class/Contract C000193501   Class N IVTNX
  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
Class/Contract C000122157   Class R IYMRX
Class/Contract C000146688   Class N IMIGX
  Status Name Ticker Symbol
CIK 0000883622      
Series S000024829   Ivy Emerging Markets Equity 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
Class/Contract C000122158   Class R IYPCX
Class/Contract C000146689   Class N IMEGX
Class/Contract C000193502   Class T IPOTX
  Status Name Ticker Symbol
CIK 0000883622      
Series S000024830   Ivy Securian 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
Class/Contract C000146690   Class N IRSEX
  Status Name Ticker Symbol
CIK 0000883622      
Series S000024831   Ivy Small Cap Core 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
Class/Contract C000122159   Class R IYSMX
Class/Contract C000146691   Class N ISPVX
Class/Contract C000193503   Class T IYCTX
  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
Class/Contract C000122160   Class R IYVLX
Class/Contract C000146692   Class N IVALX
  Status Name Ticker Symbol
CIK 0000883622      
Series S000024833   Ivy Securian Core 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
Class/Contract C000122161   Class R IYBDX
Class/Contract C000146693   Class N IBNDX
  Status Name Ticker Symbol
CIK 0000883622      
Series S000024834   Ivy Pzena International 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
Class/Contract C000122162   Class R IYCUX
Class/Contract C000146694   Class N ICNGX
  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
Class/Contract C000122163   Class R IYDVX
Class/Contract C000146695   Class N IDOTX
  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
Class/Contract C000122164   Class R IYEUX
Class/Contract C000146696   Class N IEURX
  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
Class/Contract C000122165   Class R IYGOX
Class/Contract C000146697   Class N IVBDX
  Status Name Ticker Symbol
CIK 0000883622      
Series S000024838   Ivy 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
Class/Contract C000146698   Class N INRSX
  Status Name Ticker Symbol
CIK 0000883622      
Series S000024839   Ivy Global Income Allocation 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
Class/Contract C000119095   Class R IYGBX
Class/Contract C000146699   Class N ILIAX
  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
Class/Contract C000122166   Class R IYITX
Class/Contract C000146700   Class N IINCX
Class/Contract C000193504   Class T IICTX
  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
Class/Contract C000193505   Class N IYINX
  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
Class/Contract C000193506   Class N IYENX
  Status Name Ticker Symbol
CIK 0000883622      
Series S000037255   Ivy Global Equity Income Fund
Class/Contract C000114758   Class A IBIAX
Class/Contract C000114759   Class B IBIBX
Class/Contract C000114760   Class C IBICX
Class/Contract C000114761   Class I IBIIX
Class/Contract C000114762   Class Y IBIYX
Class/Contract C000119096   Class R IYGEX
Class/Contract C000146701   Class N IICNX
Class/Contract C000198428   Class E IBIEX
  Status Name Ticker Symbol
CIK 0000883622      
Series S000040037   Ivy LaSalle Global Real Estate Fund
Class/Contract C000124273   Class A IREAX
Class/Contract C000124274   Class B IREBX
Class/Contract C000124275   Class C IRECX
Class/Contract C000124276   Class I IRESX
Class/Contract C000124277   Class R IRERX
Class/Contract C000124278   Class Y IREYX
Class/Contract C000193507   Class N IRENX
  Status Name Ticker Symbol
CIK 0000883622      
Series S000040038   Ivy LaSalle Global Risk-Managed Real Estate Fund
Class/Contract C000124279   Class I IVIRX
Class/Contract C000124280   Class R IVRRX
Class/Contract C000124281   Class Y IVRYX
Class/Contract C000124282   Class A IVRAX
Class/Contract C000124283   Class B IVRBX
Class/Contract C000124284   Class C IVRCX
Class/Contract C000193508   Class N IVRNX
  Status Name Ticker Symbol
CIK 0000883622      
Series S000043807   Ivy Pictet Emerging Markets Local Currency Debt Fund
Class/Contract C000135880   Class A IECAX
Class/Contract C000135881   Class C IECCX
Class/Contract C000135882   Class E IECEX
Class/Contract C000135883   Class I IECIX
Class/Contract C000135884   Class R IECRX
Class/Contract C000135885   Class Y IECYX
Class/Contract C000154020   Class N IMMCX
  Status Name Ticker Symbol
CIK 0000883622      
Series S000046881   Ivy Mid Cap Income Opportunities Fund
Class/Contract C000146475   Class A IVOAX
Class/Contract C000146476   Class C IVOCX
Class/Contract C000146477   Class E IVOEX
Class/Contract C000146478   Class I IVOIX
Class/Contract C000146479   Class R IVORX
Class/Contract C000146480   Class Y IVOYX
Class/Contract C000146481   Class N IVOSX
  Status Name Ticker Symbol
CIK 0000883622      
Series S000051065   Ivy Apollo Strategic Income Fund
Class/Contract C000160881   Class A IAPOX
Class/Contract C000160882   Class C ICPOX
Class/Contract C000160883   Class I IIPOX
Class/Contract C000160884   Class N IRPOX
Class/Contract C000160885   Class Y IYPOX
  Status Name Ticker Symbol
CIK 0000883622      
Series S000051066   Ivy Apollo Multi-Asset Income Fund
Class/Contract C000160886   Class Y IMAYX
Class/Contract C000160887   Class A IMAAX
Class/Contract C000160888   Class C IMACX
Class/Contract C000160889   Class I IMAIX
Class/Contract C000160890   Class N IMURX
  Status Name Ticker Symbol
CIK 0000883622      
Series S000052348   Ivy Pictet Targeted Return Bond Fund
Class/Contract C000164624   Class A IRBAX
Class/Contract C000164625   Class C IRBCX
Class/Contract C000164626   Class I IRBIX
Class/Contract C000164627   Class N IRBRX
Class/Contract C000164628   Class Y IRBYX
  Status Name Ticker Symbol
CIK 0000883622      
Series S000055249   Ivy California Municipal High Income Fund
Class/Contract C000173730   Class A IMHAX
Class/Contract C000173731   Class C IMHCX
Class/Contract C000173732   Class I IMHIX
Class/Contract C000173733   Class Y IMHYX
  Status Name Ticker Symbol
CIK 0000883622      
Series S000056044   Ivy International Small Cap Fund
Class/Contract C000176465   Class A IVJAX
Class/Contract C000176466   Class C IVJCX
Class/Contract C000176467   Class I IVJIX
Class/Contract C000176468   Class N IVJRX
Class/Contract C000176469   Class Y IVJYX
  Status Name Ticker Symbol
CIK 0000883622      
Series S000056903   Ivy Crossover Credit Fund
Class/Contract C000180678   Class A ICKAX
Class/Contract C000180679   Class E ICKEX
Class/Contract C000180680   Class I ICKIX
Class/Contract C000180681   Class N ICKNX
Class/Contract C000180682   Class R ICKRX
Class/Contract C000180683   Class T
Class/Contract C000180684   Class Y ICKYX
  Status Name Ticker Symbol
CIK 0000883622      
Series S000057248   Ivy ProShares S&P 500 Dividend Aristocrats Index Fund
Class/Contract C000182589   Class A IDAAX
Class/Contract C000182590   Class E IDAEX
Class/Contract C000182591   Class I IDAIX
Class/Contract C000182592   Class N IDANX
Class/Contract C000182593   Class R IDARX
Class/Contract C000182594   Class T
  Status Name Ticker Symbol
CIK 0000883622      
Series S000057249   Ivy ProShares Russell 2000 Dividend Growers Index Fund
Class/Contract C000182595   Class N IRUNX
Class/Contract C000182596   Class R IRURX
Class/Contract C000182597   Class T
Class/Contract C000182598   Class A IRUAX
Class/Contract C000182599   Class E IRUEX
Class/Contract C000182600   Class I IRUIX
  Status Name Ticker Symbol
CIK 0000883622      
Series S000057250   Ivy ProShares Interest Rate Hedged High Yield Index Fund
Class/Contract C000182601   Class A IAIRX
Class/Contract C000182602   Class E IIREX
Class/Contract C000182603   Class I IIIRX
Class/Contract C000182604   Class N IIRNX
Class/Contract C000182605   Class R IIRRX
Class/Contract C000182606   Class T
  Status Name Ticker Symbol
CIK 0000883622      
Series S000057251   Ivy ProShares S&P 500 Bond Index Fund
Class/Contract C000182607   Class A IAPRX
Class/Contract C000182608   Class E IPREX
Class/Contract C000182609   Class I IPRIX
Class/Contract C000182610   Class N IPRNX
Class/Contract C000182611   Class R IPRRX
Class/Contract C000182612   Class T
  Status Name Ticker Symbol
CIK 0000883622      
Series S000057252   Ivy ProShares MSCI ACWI Index Fund
Class/Contract C000182613   Class A IMWAX
Class/Contract C000182614   Class E IMWEX
Class/Contract C000182615   Class I IMWIX
Class/Contract C000182616   Class N IMCNX
Class/Contract C000182617   Class R IMCRX
Class/Contract C000182618   Class T
  Status Name Ticker Symbol
CIK 0000883622      
Series S000057669   Ivy PineBridge High Yield Fund
Class/Contract C000184431   Class A IPNAX
Class/Contract C000184432   Class I IPNIX
Class/Contract C000184433   Class N IPNNX
Class/Contract C000184434   Class R IPNRX
Class/Contract C000184435   Class T
  Status Name Ticker Symbol
CIK 0000883622      
Series S000058120   Ivy Accumulative Fund
Class/Contract C000190303   Class A IATAX
Class/Contract C000190304   Class B IATBX
Class/Contract C000190305   Class C IATCX
Class/Contract C000190306   Class E
Class/Contract C000190307   Class I IATIX
Class/Contract C000190308   Class N IATNX
Class/Contract C000190309   Class R IATLX
Class/Contract C000190310   Class Y IATYX
  Status Name Ticker Symbol
CIK 0000883622      
Series S000058121   Ivy Wilshire Global Allocation Fund
Class/Contract C000190311   Class B IWGBX
Class/Contract C000190312   Class C IWGCX
Class/Contract C000190313   Class E
Class/Contract C000190314   Class I IWGIX
Class/Contract C000190315   Class N IWGNX
Class/Contract C000190316   Class R IWGRX
Class/Contract C000190317   Class Y IWGYX
Class/Contract C000190318   Class A IWGAX
  Status Name Ticker Symbol
CIK 0000883622      
Series S000058122   Ivy Corporate Bond Fund
Class/Contract C000190319   Class A IBJAX
Class/Contract C000190320   Class B IBJBX
Class/Contract C000190321   Class C IBJCX
Class/Contract C000190322   Class E IBJEX
Class/Contract C000190323   Class I IBJIX
Class/Contract C000190324   Class N IBJNX
Class/Contract C000190325   Class R IBJRX
Class/Contract C000190326   Class Y IBJYX
  Status Name Ticker Symbol
CIK 0000883622      
Series S000058123   Ivy Government Securities Fund
Class/Contract C000190327   Class A IGJAX
Class/Contract C000190328   Class B IGJBX
Class/Contract C000190329   Class C IGJCX
Class/Contract C000190330   Class E IGJEX
Class/Contract C000190331   Class I IGJIX
Class/Contract C000190332   Class N IGJNX
Class/Contract C000190333   Class R IGJRX
Class/Contract C000190334   Class Y IGJYX
  Status Name Ticker Symbol
CIK 0000883622      
Series S000058124   Ivy Cash Management Fund
Class/Contract C000190335   Class A IAAXX
Class/Contract C000190336   Class B IABXX
Class/Contract C000190337   Class C IACXX
Class/Contract C000190338   Class E
Mailing Address P O BOX 29217 SHAWNEE MISSION KS 66201-9217
Business Address 6300 LAMAR AVE OVERLAND PARK KS 66202 9132362000
IVY FUNDS (Filer) CIK: 0000883622 (see all company filings)

IRS No.: 481112076 | State of Incorp.: DE | Fiscal Year End: 0331
Type: N-CEN | Act: 40 | File No.: 811-06569 | Film No.: 201164064