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Ivy Mid Cap Growth I IYMIX

Analyst rating as of
NAV / 1-Day Return
41.24  /  3.33 %
Total Assets
7.3 Bil
Adj. Expense Ratio
0.790%
Expense Ratio
0.790%
Fee Level
Below Average
Longest Manager Tenure
20.06 years
Category
Mid-Cap Growth
Investment Style
Mid Growth
Min. Initial Investment
0
Status
Open
TTM Yield
0.00%
Turnover
22%
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Morningstar’s Analysis

Will IYMIX outperform in future?

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

Flashes of strength.

Summary

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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.

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