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Morningstar

Delaware Ivy Science and Technology A WSTAX

Morningstar Medalist Rating
Medalist Rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 53.08  /  −0.39 %
  • Total Assets 5.6 Bil
  • Adj. Expense Ratio
    1.220%
  • Expense Ratio 1.220%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 51%

USD | NAV as of May 31, 2024 | 1-Day Return as of May 31, 2024, 11:22 PM GMT+0

Morningstar’s Analysis WSTAX

Will WSTAX 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 WSTAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WSTAX 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 WSTAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Delaware Ivy Science and Technology A's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WSTAX

More WSTAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.67 515.0 Mil
Technology

Microsoft Corp

8.80 468.8 Mil
Technology

Meta Platforms Inc Class A

8.36 445.4 Mil
Communication Services

Seagate Technology Holdings PLC

5.29 281.9 Mil
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Amazon.com Inc

4.90 261.0 Mil
Consumer Cyclical

Broadcom Inc

4.76 253.4 Mil
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Pinterest Inc Class A

4.03 214.8 Mil
Communication Services

ASML Holding NV ADR

3.94 210.1 Mil
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Lam Research Corp

3.85 204.9 Mil
Technology

Zebra Technologies Corp Class A

3.53 188.0 Mil
Technology