A disciplined investment approach gives Delaware Ivy Large Cap Growth an edge for its cheapest share classes.
Delaware Ivy Large Cap Growth Fund Y WLGYX
- NAV / 1-Day Return 32.73 / +1.33 %
- Total Assets 6.4 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.890%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment —
- Status Open
- TTM Yield —
- Turnover 20%
USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:17 PM GMT+0
Morningstar’s Analysis WLGYX
Will WLGYX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 58.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 13.95 | 939.3 Mil | Technology |
NVIDIA Corp | 7.21 | 485.9 Mil | Technology |
Amazon.com Inc | 6.71 | 451.6 Mil | Consumer Cyclical |
Apple Inc | 6.30 | 424.1 Mil | Technology |
Visa Inc Class A | 5.96 | 401.6 Mil | Financial Services |
Alphabet Inc Class A | 5.35 | 360.3 Mil | Communication Services |
UnitedHealth Group Inc | 3.82 | 257.4 Mil | Healthcare |
Motorola Solutions Inc | 3.22 | 217.1 Mil | Technology |
VeriSign Inc | 3.21 | 216.0 Mil | Technology |
CoStar Group Inc | 3.04 | 204.5 Mil | Real Estate |