Recent filings
The trust's recent EDGAR filings — prospectus updates, shareholder reports, proxy records. Trust-level, so some cover other funds in IVY FUNDS.
| Filed | Filing | Form | |
|---|---|---|---|
| 2026-06-12 | Annual report (N-CEN) report | N-CEN | EDGAR → |
| 2026-06-09 | Annual shareholder report report | N-CSR | EDGAR → |
| 2026-05-20 | Summary prospectus prospectus | 497K | EDGAR → |
| 2026-05-20 | Summary prospectus prospectus | 497K | EDGAR → |
| 2026-05-20 | Summary prospectus prospectus | 497K | EDGAR → |
| 2026-05-20 | Summary prospectus prospectus | 497K | EDGAR → |
| 2026-04-29 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2026-04-29 | Summary prospectus prospectus | 497K | EDGAR → |
| 2026-04-10 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2026-04-10 | Summary prospectus prospectus | 497K | EDGAR → |
| 2026-03-27 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2026-03-27 | Summary prospectus prospectus | 497K | EDGAR → |
| 2026-02-11 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2026-02-11 | Summary prospectus prospectus | 497K | EDGAR → |
| 2025-11-28 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2025-11-28 | Summary prospectus prospectus | 497K | EDGAR → |
| 2025-11-28 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2025-11-28 | Summary prospectus prospectus | 497K | EDGAR → |
| 2025-11-28 | Semi-annual shareholder report report | N-CSRS | EDGAR → |
| 2025-11-14 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2025-11-14 | Summary prospectus prospectus | 497K | EDGAR → |
| 2025-11-13 | Additional proxy materials proxy | DEFA14A | EDGAR → |
| 2025-11-13 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2025-11-13 | Summary prospectus prospectus | 497K | EDGAR → |
| 2025-11-13 | Summary prospectus prospectus | 497K | EDGAR → |
| 2025-11-12 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2025-11-10 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2025-11-10 | Summary prospectus prospectus | 497K | EDGAR → |
| 2025-11-10 | Summary prospectus prospectus | 497K | EDGAR → |
| 2025-11-10 | Summary prospectus prospectus | 497K | EDGAR → |
| 2025-11-07 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2025-11-07 | Summary prospectus prospectus | 497K | EDGAR → |
| 2025-11-07 | Summary prospectus prospectus | 497K | EDGAR → |
| 2025-11-07 | Summary prospectus prospectus | 497K | EDGAR → |
| 2025-11-07 | Summary prospectus prospectus | 497K | EDGAR → |
| 2025-10-31 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2025-10-31 | Summary prospectus prospectus | 497K | EDGAR → |
| 2025-10-31 | Summary prospectus prospectus | 497K | EDGAR → |
| 2025-10-31 | Summary prospectus prospectus | 497K | EDGAR → |
| 2025-10-31 | Summary prospectus prospectus | 497K | EDGAR → |
| 2025-10-31 | Summary prospectus prospectus | 497K | EDGAR → |
| 2025-10-31 | Summary prospectus prospectus | 497K | EDGAR → |
| 2025-10-31 | Summary prospectus prospectus | 497K | EDGAR → |
| 2025-10-31 | Summary prospectus prospectus | 497K | EDGAR → |
| 2025-10-24 | Summary prospectus prospectus | 497K | EDGAR → |
| 2025-10-24 | Summary prospectus prospectus | 497K | EDGAR → |
| 2025-10-24 | Summary prospectus prospectus | 497K | EDGAR → |
| 2025-10-24 | Summary prospectus prospectus | 497K | EDGAR → |
| 2025-10-24 | Summary prospectus prospectus | 497K | EDGAR → |
| 2025-10-24 | Summary prospectus prospectus | 497K | EDGAR → |
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