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Morningstar

Delaware Ivy Large Cap Growth Fund R WLGRX

Morningstar Medalist Rating
Medalist Rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 28.87  /  −3.02 %
  • Total Assets 6.7 Bil
  • Adj. Expense Ratio
    1.140%
  • Expense Ratio 1.140%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 20%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:24 AM GMT+0

Morningstar’s Analysis WLGRX

Will WLGRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WLGRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WLGRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WLGRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This fund’s no-frills approach has paid off.

Strategist Robby Greengold

Robby Greengold

Strategist

Summary

A disciplined investment approach gives Delaware Ivy Large Cap Growth an edge for its cheapest share classes.

by Robby Greengold
Rated on Published on

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Portfolio Holdings WLGRX

More WLGRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 58.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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