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Ivy Small Cap Core B IYSBX

Analyst rating as of
NAV / 1-Day Return
17.30  /  3.04 %
Total Assets
694.4 Mil
Adj. Expense Ratio
2.320%
Expense Ratio
2.320%
Fee Level
High
Longest Manager Tenure
6.58 years
Category
Small Blend
Investment Style
Small Blend
Min. Initial Investment
750
Status
Closed
TTM Yield
0.00%
Turnover
138%
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Morningstar’s Analysis

Will IYSBX outperform in future?

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

Macquarie Asset Management Buys Waddell & Reed; Ratings Unchanged

Analyst Note

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On Dec. 2, 2020, Waddell & Reed, the parent company of Ivy Investments, announced that it would be acquired by Macquarie Asset Management and expects the deal to close in mid-2021. This news doesn't immediately affect Ivy's Average Parent rating or any strategy's Morningstar Analyst Rating.

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