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Delaware Ivy Large Cap Growth Fund A WLGAX

Medalist Rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 31.45  /  +0.10 %
  • Total Assets 6.5 Bil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 20%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 10:19 PM GMT+0

Morningstar’s Analysis WLGAX

Will WLGAX outperform in future?

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

This fund’s no-frills approach has paid off.

Strategist Robby Greengold

Robby Greengold

Strategist

Summary

A disciplined investment approach gives Delaware Ivy Large Cap Growth an edge for its cheapest share classes.

Rated on Published on

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Portfolio Holdings WLGAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 58.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Visa Inc Class A

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Financial Services

Alphabet Inc Class A

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Communication Services

UnitedHealth Group Inc

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Healthcare

Motorola Solutions Inc

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VeriSign Inc

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CoStar Group Inc

3.04 204.5 Mil
Real Estate