A patient approach focused on companies' durability and Morningstar's enhanced ratings methodology underlie the upgrade of Ivy Mid Cap Growth's Morningstar Analyst Rating to Bronze from Neutral for its two cheapest share classes, I and N. Pricier share classes remain Neutral.
Ivy Mid Cap Growth I IYMIX
NAV / 1-Day Return
41.24
/
3.33
%
Total Assets
7.3 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.790%
Expense Ratio
0.790%
Fee Level
Below Average
Longest Manager Tenure
20.06
years
Category
Mid-Cap Growth
Investment Style
Mid GrowthMin. Initial Investment
0
Status
Open
TTM Yield
0.00%
Turnover
22%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will IYMIX 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 IYMIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the IYMIX 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 IYMIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Flashes of strength.
