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Home > Financial Services > Stock Brokers > Ivy Funds Distributor, Inc.
Ivy Funds Distributor, Inc.
Ivy Funds Distributor, Inc. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
The Company is the fund family that confidently captures investment opportunities while always being mindful of risk, thus allowing investors to remain comfortably committed to their investment objectives. To accomplish this, Ivy Funds combines the time tested investment management of Waddell & Reed one of the original mutual fund organizations dating back to 1937 with other distinguished money managers selected to complement Waddell & Reed’s core investment expertise.
They created this new, robust fund family by merging several Ivy Funds into Waddell & Reed-managed W&R Funds. The result a broader, more competitive fund family, managed by Ivy Investment Management Company.
Fund Directory View a complete list of the Ivy Funds including inception dates, fund codes, tickers and CUSIPS, Performance Review the funds’ average annual total returns, Prospectus & Reports Access prospectuses, financial reports and quarterly profiles for each of the funds, R-Shares Class R shares are generally only available to employee benefit plans including but not limited to, 401(k) plans, 457 plans, employer sponsored 403(b) plans, profit sharing and money purchase pension plans, defined benefit plans and non-qualified deferred compensation plans.
The financial planning process involves analyzing your personal situation, determining which financial strategies to pursue, and taking specific actions to implement those strategies. A written financial plan becomes a road map for charting your course toward achieving your financial goals. This section explains three key planning considerations for you and your family and offers worksheets, tax-advantaged investor strategies and calculators to help plot your financial future.
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