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.
Will WLGRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillar’s below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WLGRX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the WLGRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of WLGRX’s parent organization’s priorities and whether they’re in line with investors’ interests.
The Price Pillar compares WLGRX’s fees to similar funds, determining whether or not the fund provides a good value proposition.
The Performance Pillar is our evaluation of whether WLGRX’s returns have been the result of chance or a proven, long-term process and compares the fund with its category or benchmark.