Delaware Ivy Small Cap Growth is getting a new name and will experience a manager change. The name change to Macquarie Small Cap Growth will occur on Dec. 31, 2024, reflecting the parent company’s name. Effective immediately, senior analyst Joshua Brown has become a comanager alongside Tim Miller and Ken McQuade. The strategy’s Average People rating and Morningstar Medalist Ratings remain intact.
Delaware Ivy Small Cap Growth C WRGCX
- NAV / 1-Day Return 6.60 / −3.23 %
- Total Assets 1.3 Bil
-
Adj. Expense Ratio
1.890%
- Expense Ratio 1.890%
- Distribution Fee Level Below Average
- Share Class Type Level Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield —
- Turnover 51%
USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:24 AM GMT+0
Morningstar’s Analysis WRGCX
Will WRGCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 25.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
CyberArk Software Ltd | 3.83 | 54.4 Mil | Technology |
Parsons Corp | 3.15 | 44.7 Mil | Technology |
CBIZ Inc | 2.63 | 37.4 Mil | Industrials |
Sprout Social Inc Class A | 2.43 | 34.5 Mil | Technology |
Federal Signal Corp | 2.41 | 34.1 Mil | Industrials |
Progyny Inc | 2.38 | 33.8 Mil | Healthcare |
Red Rock Resorts Inc Class A | 2.21 | 31.3 Mil | Consumer Cyclical |
ATI Inc | 2.20 | 31.2 Mil | Industrials |
Onto Innovation Inc | 2.17 | 30.8 Mil | Technology |
Vericel Corp | 2.11 | 30.0 Mil | Healthcare |