Mutual Funds

Fund Data

 
IVA Worldwide Fund
Class Ticker CUSIP
A IVWAX 45070A107
C IVWCX 45070A503
I IVWIX 45070A206
IVA International Fund
Class Ticker CUSIP
A IVIOX 45070A305
C IVICX 45070A602
I IVIQX 45070A404

 

eDelivery

 

Direct Shareholders:

IVA Funds is pleased to offer the convenience of viewing shareholder communications, including the prospectus, annual and semi-annual reports online.

If you would like to make this electronic delivery election, which can be changed at any time, please update your delivery preferences online here within the account services menu once you are logged into the mutual fund shareholder page.

Brokerage Account Shareholders:

As a brokerage account shareholder you receive statements directly from your bank or broker. If you would like to sign up for eDelivery, please go to the .com website of icsdelivery. By copying/pasting this option into your browser, you will be leaving this site and entering a broker/financial institution website hosted by Broadridge in order to enroll in eDelivery. These details have been provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.

How to Invest

 

By Telephone:

  • (877) 874-2999 (Mutual Fund Sales Desk)
  • (866) 941-4482 (Investor Services)

By Mail:

Click here to download an application from our website and mail to: 

Regular Mail:

IVA Funds
P.O. Box 8077
Boston, MA 02266-8077

Express, Certified or Registered Mail:

IVA Funds
c/o Boston Financial Data Services, Inc.
30 Dan Road
Canton, MA 02021

An investor should read and consider the fund's investment objectives, risks, charges and expenses carefully before investing. This and other important information are detailed in our prospectus and summary prospectus which can be obtained by calling (866) 941-4482 or download a copy directly from our website. The IVA Funds are offered by IVA Funds Distributors, LLC