Delaware Ivy Mid Cap Growth is getting a new name, and a manager is taking on a new role. The name change to Macquarie Mid Cap Growth will occur on Dec. 31, 2024, reflecting the parent company’s brand name. Meanwhile, comanager Nathan Brown will become director of equity research in June 2024, though Kim Scott and Brad Halverson remain. The strategy’s Average People rating and Morningstar Medalist Ratings are unchanged.
Delaware Ivy Mid Cap Growth A WMGAX
- NAV / 1-Day Return 27.40 / −0.87 %
- Total Assets 6.0 Bil
-
Adj. Expense Ratio
1.040%
- Expense Ratio 1.040%
- Distribution Fee Level Low
- Share Class Type Front Load
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield —
- Turnover 23%
USD | NAV as of May 28, 2024 | 1-Day Return as of May 28, 2024, 11:13 PM GMT+0
Morningstar’s Analysis WMGAX
Will WMGAX 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 26.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
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