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IVA Fiduciary Trust - IVA Worldwide Fund (IVWIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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17.50

0.00

(0.00%)

At close: 08:01PM EDT

Investment Information

Min Initial Investment1,000,000

Min Initial Investment, IRA10,000

Min Initial Investment, AIP10,000

Min Subsequent Investment100

Min Subsequent Investment, IRA1

Min Subsequent Investment, AIP1

Brokerage Availability

Ameriprise Brokerage

Ameriprise Financial

Ameriprise SPS Advantage

Ameriprise SPS Advisor

Bear Stearns

Bear Stearns No-Load Transaction Fee

Cetera Advisor Networks LLC

Cetera Advisor Networks LLC- PAM, PRIME, Premier

Cetera Advisors LLC

Cetera Advisors LLC- PAM, PRIME, Premier

Cetera Financial Specialists LLC- Premier

CommonWealth PPS

Commonwealth (NTF)

Commonwealth (PPS/Advisory)

Commonwealth Universe

DailyAccess Corporation FRIAG

DailyAccess Corporation MATC

DailyAccess Corporation Matrix

DailyAccess Corporation Mid-Atlantic

DailyAccess Corporation RTC

DailyAccess Corporation Schwab

Fidelity Institutional FundsNetwork

Fidelity Retail FundsNetwork

H Beck Inc.

HD Vest

HD Vest - Vest Advisor

JP MORGAN NO-LOAD NTF

JP MORGAN NO-LOAD TRANSACTION FEE

JPMorgan

Jiangsu Akcome Science & Technology Co Ltd

LPL SAM Eligible - 6.18.2020

LPL SWM - 6.18.2020

MSWM Brokerage

Merrill Lynch

Mid Atlantic Capital Corp

Mid Atlantic Capital Group

Morgan Stanley - Brokerage Accounts

Morgan Stanley - Ntwk/Rdm Only-Brokerage

Morgan Stanley Consulting Group Advisor

Morgan Stanley Portfolio Management

Morgan Stanley SB (All Fund )

Morgan Stanley Select UMA

Pershing FundCenter

Pershing Retirement Plan Network

RBC Wealth Management-Advisory Eligible

RBC Wealth Management-Network Eligible

RBC Wealth Management-Wrap Eligible

Raymond James

Raymond James WRAP Eligible

Schwab All (Retail, Instl, Retirement)

Schwab Existing Shareholders Only

Schwab Institutional

Schwab Institutional Only

Schwab RPS All

Schwab RPS SDE

Scottrade Load

Scottrade NTF

Scottrade TF

Securities America Advisors

Shareholders Services Group

Smith Barney Advisor/Portfolio Mngt

Smith Barney Portfolio Manager

TD Ameritrade Institutional

TD Ameritrade Institutional NTF

TD Ameritrade Retail

TD Ameritrade Retail NTF

TD Ameritrade Trust Company

Thrivent Advisory Eligible

Thrivent Retail Eligible

Trade PMR Transaction Fee

Vanguard

Vanguard Load

Vanguard TF

WFA Fdntl Choice/PIM Updated 4.1.2021

WFA MF Advisory Updated 4.1.2021