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.
Delaware Ivy Small Cap Growth Instl IYSIX
- NAV / 1-Day Return 22.01 / +1.15 %
- Total Assets 1.4 Bil
-
Adj. Expense Ratio
- 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.
People Pillar
Parent Pillar
- 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 |