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Delaware Ivy Large Cap Growth Fund I IYGIX

Medalist Rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 37.88  /  −0.63 %
  • Total Assets 8.2 Bil
  • Adj. Expense Ratio
    0.640%
  • Expense Ratio 0.640%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 9%

USD | NAV as of Jul 20, 2024 | 1-Day Return as of Jul 20, 2024, 12:01 AM GMT+0

Morningstar’s Analysis IYGIX

Will IYGIX outperform in future?

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

Risk-conscious.

Strategist Robby Greengold

Robby Greengold

Strategist

Summary

Ivy Large Cap Growth’s disciplined investment approach provides a relatively comfortable ride without sacrificing substantial upside potential.

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Portfolio Holdings IYGIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 63.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

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NVIDIA Corp

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Alphabet Inc Class A

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Amazon.com Inc

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Consumer Cyclical

Apple Inc

6.75 457.8 Mil
Technology

Visa Inc Class A

5.84 396.0 Mil
Financial Services

UnitedHealth Group Inc

3.93 266.2 Mil
Healthcare

Motorola Solutions Inc

3.34 226.8 Mil
Technology

Intercontinental Exchange Inc

2.97 201.2 Mil
Financial Services

Danaher Corp

2.92 198.2 Mil
Healthcare