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Delaware Ivy Small Cap Growth Instl IYSIX

Medalist Rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 22.01  /  +1.15 %
  • 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%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:15 PM GMT+0

Morningstar’s Analysis IYSIX

Will IYSIX outperform in future?

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

Name and Manager Change at Delaware Ivy Small Cap Growth; Ratings Unchanged

null Katie Rushkewicz Reichart

Katie Rushkewicz Reichart

Analyst Note

Delaware Ivy Small Cap Growth is getting a new name and will experience a manager change. The name change to Macquarie Small Cap Growth will occur on Dec. 31, 2024, reflecting the parent company’s name. Effective immediately, senior analyst Joshua Brown has become a comanager alongside Tim Miller and Ken McQuade. The strategy’s Average People rating and Morningstar Medalist Ratings remain intact.

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Portfolio Holdings IYSIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 26.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CyberArk Software Ltd

4.02 54.6 Mil
Technology

Parsons Corp

2.77 37.6 Mil
Technology

Progyny Inc

2.71 36.8 Mil
Healthcare

Sprout Social Inc Class A

2.63 35.7 Mil
Technology

Federal Signal Corp

2.46 33.4 Mil
Industrials

CBIZ Inc

2.41 32.8 Mil
Industrials

DoubleVerify Holdings Inc

2.37 32.2 Mil
Technology

Vericel Corp

2.35 32.0 Mil
Healthcare

Red Rock Resorts Inc Class A

2.26 30.8 Mil
Consumer Cyclical

Tenable Holdings Inc

2.13 28.9 Mil
Technology