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Ivy Large Cap Growth R WLGRX

Analyst rating as of
NAV / 1-Day Return
25.15  /  1.13 %
Total Assets
5.0 Bil
Adj. Expense Ratio
1.390%
Expense Ratio
1.390%
Fee Level
High
Longest Manager Tenure
3.94 years
Category
US Fund Large Growth
Investment Style
Large Growth
Min. Initial Investment
0
Status
Open
TTM Yield
0.00%
Turnover
33%
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Morningstar’s Analysis

Will WLGRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillar’s below.

A new era.

Senior Analyst

Summary

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Ivy Large Cap Growth has enjoyed strong total returns over the past five years, but much of the credit goes to a lead manager who’s no longer around. The strategy retains its Morningstar Analyst Rating of Neutral.

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