A patient approach focused on companies' durability underlies the upgrade of Ivy Large Cap Growth's Morningstar Analyst Rating to Bronze from Neutral for its two cheapest share classes, I and N. Pricier share classes remain Neutral.
Will WLGYX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WLGYX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the WLGYX 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 WLGYX’s parent organization’s priorities and whether they’re in line with investors’ interests.