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Delaware Ivy Large Cap Growth Fund C WLGCX

Medalist Rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 18.88  /  0.16 %
  • Total Assets 5.6 Bil
  • Adj. Expense Ratio
    1.640%
  • Expense Ratio 1.640%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 20%

Morningstar’s Analysis WLGCX

Will WLGCX 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WLGCX

  • Current Portfolio Date
  • Equity Holdings 36
  • Bond Holdings 0
  • Other Holdings 0
  • % Assets in Top 10 Holdings 58.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
13.27
777,279,577
Technology
8.03
470,485,177
Technology
5.83
341,545,716
Consumer Cyclical
5.77
337,752,045
Financial Services
5.59
327,242,661
Communication Services
4.99
292,424,007
Technology
3.91
229,099,294
Technology
3.87
226,935,792
Healthcare
3.51
205,699,294
Real Estate
3.22
188,350,879
Technology