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Delaware Ivy Large Cap Growth Fund C WLGCX

Medalist Rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 23.93  /  +0.80 %
  • Total Assets 8.5 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 9%

USD | NAV as of Jul 12, 2024 | 1-Day Return as of Jul 12, 2024, 11:45 PM GMT+0

Morningstar’s Analysis WLGCX

Will WLGCX outperform in future?

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

Risk-conscious.

Strategist Robby Greengold

Robby Greengold

Strategist

Summary

Ivy Large Cap Growth’s disciplined investment approach provides a relatively comfortable ride without sacrificing substantial upside potential.

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Portfolio Holdings WLGCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 63.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

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Technology

NVIDIA Corp

10.16 689.2 Mil
Technology

Alphabet Inc Class A

6.80 461.3 Mil
Communication Services

Amazon.com Inc

6.78 459.6 Mil
Consumer Cyclical

Apple Inc

6.75 457.8 Mil
Technology

Visa Inc Class A

5.84 396.0 Mil
Financial Services

UnitedHealth Group Inc

3.93 266.2 Mil
Healthcare

Motorola Solutions Inc

3.34 226.8 Mil
Technology

Intercontinental Exchange Inc

2.97 201.2 Mil
Financial Services

Danaher Corp

2.92 198.2 Mil
Healthcare