Top 46 Ivy Funds

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Ivy Funds

  • Net Assets
  • $58.3 B
  • Oldest Fund Launched In
  • 1940
  • # of Funds | Share Classes
  • 46   |   303
  • AVG Manager Tenure
  • 7.3 years
  • Expense range
  • 0.1% - 3.4% AVG: 1.3%
  • % of no load funds
  • 53%

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Overview

This is a list of Ivy Funds Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, dividend yield, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.

Short-Term Returns

In this table you will find short term historical return data, including 1-year returns and 3-year returns on Ivy Funds Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.

Long-Term Returns

This table presents long term historical returns data for Ivy Funds Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.

Expenses

This list includes all management costs and other fee information for Ivy Funds Funds.

Dividend

This page includes relevant dividend information on Ivy Funds Funds.

Managers

The table below illustrates valuable information regarding the primary fund manager for Ivy Funds Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.

Minimums

This list includes the retirement (IRA) and standard minimum amounts required to invest in Ivy Funds Funds.

Asset Allocation

This list includes asset allocation proportions of the underlying holdings for Ivy Funds Funds.

Fund Name Share Class & Symbol Primary Category Net Assets ($M USD) 1 Year Return 1 Year Rank in Primary Category Exp Ratio Primary Manager Tenure (yrs)
Ivy Science and Technology Fund C (WSTCX) Technology Equity $7,360.45 -0.05% 60.23% 1.94% 18.65
Ivy High Income Fund C (WRHIX) U.S. Below-Investment-Grade Bond $4,863.01 -4.60% 98.09% 1.66% 5.23
Ivy Mid Cap Growth Fund A (WMGAX) U.S. Mid-Cap Growth Equity $4,795.32 5.25% 33.46% 1.25% 18.65
Ivy International Core Equity Fund A (IVIAX) International and Foreign Large-Cap Blend Equity $4,716.78 -8.21% 94.65% 1.27% 13.62
Ivy Large Cap Growth Fund A (WLGAX) U.S. Large-Cap Growth Equity $4,507.51 7.56% 15.89% 1.04% 3.16
Ivy Core Equity Fund C (WTRCX) U.S. Large-Cap Growth Equity $4,138.74 -7.31% 82.77% 1.85% 13.62
Ivy Asset Strategy Fund C (WASCX) Diversified Portfolio $2,893.93 1.89% 62.17% 1.83% 5.16
Ivy Balanced Fund A (IBNAX) North America $2,509.49 -3.49% 85.83% 1.09% 5.16
Ivy Small Cap Growth Fund C (WRGCX) U.S. Small-Cap Growth Equity $2,428.96 -9.86% 46.84% 2.09% 9.5
Ivy Emerging Markets Equity Fund A (IPOAX) Emerging Markets Equity $1,713.76 7.11% 32.26% 1.44% 5.54
Ivy Accumulative Fund A (IATAX) U.S. Large-Cap Growth Equity $1,331.47 -2.93% 66.64% 1.11% 0.82
Ivy Cash Management Fund A (IAAXX) Money Market $1,245.39 1.88% 11.78% 0.75% 21.35
Ivy Wilshire Global Allocation Fund A (IWGAX) Global Allocation $1,197.40 2.23% 61.62% 0.44% 5.16
Ivy Municipal High Income Fund Inst (WYMHX) High Yield Municipal Bond $1,187.97 2.01% 96.41% 0.71% 10.34
Ivy Limited-Term Bond Fund C (WLBCX) U.S. Investment-Grade Bond $1,149.72 4.06% 74.87% 1.65% 5.16
Ivy Securian Core Bond Fund A (IBOAX) U.S. Investment-Grade Bond $1,091.66 6.28% 45.35% 1.05% 14.43
Ivy Value Fund A (IYVAX) U.S. Large-Cap Value Equity $1,069.92 -1.65% 49.30% 1.21% 16.18
Ivy Global Growth Fund A (IVINX) World Large-Cap Equity $923.08 -5.86% 83.12% 1.37% 5.16
Ivy Corporate Bond Fund A (IBJAX) U.S. Investment-Grade Bond $919.66 9.23% 12.01% 1.05% 1.47
Ivy Municipal Bond Fund C (WMBCX) U.S. Investment-Grade Bond $799.31 4.71% 68.62% 1.70% 11.13
Fund Name YTD YTD Rank in Primary Category 1 Year Return 1 Year Rank in Primary Category 3 Year Return 3 Year Rank in Primary Category
Fund Name 5 Year Return 5 Year Rank in Primary Category 10 Year Return 10 Year Rank in Primary Category Inception Date
Fund Name Exp Ratio Management Fee 12b-1 Admin Fee Front Load Deferred Load Max Redemption Fee Turnover
Fund Name Div Yield Last Dividend Date Last Dividend Amount Dividend Frequency Net Income Ratio
Fund Name YTD Primary Manager Start Date Primary Manager Tenure (yrs) Tenure Rank
Fund Name IRA Minimum Standard Minimum
Fund Name Stocks Bonds Convertible Bonds Preferred Stocks Cash

Ivy Funds is a company that sells mutual funds with $58,322M in assets under management. The average expense ratio from all mutual funds is 1.32%. 53.14% of all the mutual funds are no load funds. The oldest fund launched was in 1940. The average manager tenure for all managers at Ivy Funds is 7.31 years. The company offers investors 46 mutual funds, in terms of the number of individual fund symbols.