Nasdaq - Delayed Quote USD

Ivy Funds - Delaware Ivy Accumulative Fund (IATCX)

3.5700
-0.0100
(-0.28%)
At close: July 23 at 8:00:25 PM EDT

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
2.5
Min Initial Investment, AIP
2.5
Min Subsequent Investment
250
Min Subsequent Investment, IRA
0.25
Min Subsequent Investment, AIP
0.25

Broker Availability

  • UBS Financial Services Inc
  • Protected Investors of America
  • Mid Atlantic Capital Corp
  • Morgan Stanley - Brokerage Accounts
  • Pershing FundCenter
  • Schwab Institutional
  • Scottrade Load
  • JPMorgan
  • Merrill Lynch
  • Vanguard
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 11.01.2023
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • DATALynx
  • DATALynx NTF
  • Ameriprise Brokerage
  • Federated TrustConnect
  • Federated TrustConnect NTF
  • RBC Wealth Management-Advisory Eligible
  • Schwab Institutional Only
  • Ameriprise SPS Advantage
  • Mony Securities Corp
  • CommonWealth Core
  • Vanguard NTF
  • ETrade Load Fee
  • SunGard Transaction Network
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • Robert W. Baird & Co.
  • Bear Stearns Load-Waived NTF
  • HSBC Brokerage (USA) Inc
  • WFA MF Advisory Updated 12/01/2017
  • RBC Wealth Management-Network Eligible
  • Standard Retirement Services, Inc.
  • Ameriprise Financial
  • TIAA-CREF Brokerage Services
  • Pershing FundVest NTF
  • Morgan Stanley Consulting Group Advisor
  • Matrix Financial Solutions
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ING Financial Advisers - SAS Funds
  • NYLIM 401(k) Complete
  • ADP Access
  • Mid Atlantic Capital Group
  • HD Vest - Vest Advisor
  • Securities America Advisors
  • Bear Stearns
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN LOAD-WAIVED NTF
  • JP MORGAN NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • TIAA-CREF NTF
  • MSWM Brokerage
  • WFA Fdntl Choice/PIM Updated 12/01/2017
  • ADP Access Open Fund Architecture
  • DailyAccess Corporation Mid-Atlantic
  • Waddell & Reed Choice MAP Flex
  • E-Plan Services, Inc.
  • Securities America Inc.
  • Vanguard Load
  • Morgan Stanley Portfolio Management
  • LPL SWM - 01.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Retirement Only
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Lincoln Investment Planning
  • Pershing Retirement Plan Network
  • Ameriprise SPS Advisor
  • HD Vest
  • Waddell & Reed MAPNavigator
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - February 2024
  • Thrivent – Retail Eligible
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund seeks to achieve its objective to provide capital growth and appreciation by investing primarily in a diversified portfolio of common stocks of U.S. companies that Delaware Management Company (Manager) believes have long-term capital appreciation potential and are expected to grow faster than the U.S. economy. The fund will invest primarily in growth-oriented companies.

Fund Overview

Category Large Growth
Fund Family Delaware Funds by Macquarie
Net Assets 594.18M
YTD Return 8.41%
Yield 0.00%
Morningstar Rating
Inception Date Oct 06, 1999

Performance & Risk

YTD Return 11.21%
5y Average Return 4.78%
Rank in Category (ytd) 80
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.15
Morningstar Risk Rating

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