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Delaware Ivy Large Cap Growth Fund R WLGRX

Medalist Rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 29.60  /  +2.78 %
  • Total Assets 6.6 Bil
  • Adj. Expense Ratio
    1.140%
  • Expense Ratio 1.140%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 20%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 1:19 AM GMT+0

Morningstar’s Analysis WLGRX

Will WLGRX 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 WLGRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 58.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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