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Delaware Ivy Small Cap Growth Instl IYSIX

Medalist Rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 18.89  /  0.21 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 51%

Morningstar’s Analysis IYSIX

Will IYSIX outperform in future?

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

Decent but not distinct.

Associate Analyst Sachin Nagarajan

Sachin Nagarajan

Associate Analyst

Summary

Delaware Ivy Small Cap Growth lacks a competitive edge and retains its Morningstar Medalist Rating of Neutral for all share classes.

Rated on Published on

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Portfolio Holdings IYSIX

  • Current Portfolio Date
  • Equity Holdings 70
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 24.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
3.44
54,110,288
Technology
2.56
40,312,765
Healthcare
2.50
39,427,209
Technology
2.40
37,733,372
Industrials
2.36
37,221,726
Industrials
2.31
36,324,361
Consumer Cyclical
2.22
34,892,701
Financial Services
2.12
33,404,706
Healthcare