Ivy Funds - Legal Documents and Information

Legal Documents and Information

Ivy Funds Privacy Policy
Important Information Concerning Your Privacy.

Ivy Funds Business Continuity Plan
Review company policy and procedures to be used in case of emergency or significant business disruption.

IFC Report
The Independent Fee Consultant Report assists the Disinterested Trustees/Directors of the Ivy Funds in evaluating the reasonableness of the management fees charged by IICO, an affiliate of Waddell, to the Ivy funds.

2009 Independent Fee Consultant Evaluation
2008 Independent Fee Consultant Evaluation

Proxy Voting
View the results of recent shareholder proxy voting on issues affecting company and fund operations.

Past performance is no guarantee of future results. The Ivy Funds are managed by Ivy Investment Management Company and distributed by its subsidiary, Ivy Funds Distributor, Inc. Waddell & Reed Financial, Inc., the ultimate parent company of Ivy Funds Distributor, Inc., acquired the investment advisor to the Ivy Funds in December 2002.

The products and services described in this website are offered only in the United States, Puerto Rico and the U.S. Virgin Islands. Nothing in this website should be considered a solicitation to buy or an offer to sell such products and services in any jurisdiction where the offer or solicitation would be unlawful under the laws of such jurisdiction. Ivy Funds distributed by Ivy Funds Distributor, Inc. and Waddell & Reed InvestEd Portfolios distributed by Waddell & Reed, Inc. are offered by prospectus only.

Investors should consider the investment objectives, risks, charges and expenses of a fund carefully before investing. For a prospectus containing this and other information for the Ivy Funds, call your financial advisor or click here. Please read the prospectus carefully before investing.