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Delaware Ivy Mid Cap Growth A WMGAX

Medalist Rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 26.80  /  +1.32 %
  • Total Assets 6.7 Bil
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.040%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 27%

USD | NAV as of Jul 11, 2024 | 1-Day Return as of Jul 11, 2024, 10:20 PM GMT+0

Morningstar’s Analysis WMGAX

Will WMGAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Upcoming Manager and Name Change for Delaware Ivy Mid Cap Growth; Ratings Unchanged

null Katie Rushkewicz Reichart

Katie Rushkewicz Reichart

Analyst Note

Delaware Ivy Mid Cap Growth is getting a new name, and a manager is taking on a new role. The name change to Macquarie Mid Cap Growth will occur on Dec. 31, 2024, reflecting the parent company’s brand name. Meanwhile, comanager Nathan Brown will become director of equity research in June 2024, though Kim Scott and Brad Halverson remain. The strategy’s Average People rating and Morningstar Medalist Ratings are unchanged.

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Portfolio Holdings WMGAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 26.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Real Estate

Pinterest Inc Class A

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Communication Services

Monolithic Power Systems Inc

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Technology

The Trade Desk Inc Class A

2.53 148.1 Mil
Technology

Floor & Decor Holdings Inc Class A

2.44 142.7 Mil
Consumer Cyclical

Teradyne Inc

2.42 141.5 Mil
Technology

DexCom Inc

2.36 138.2 Mil
Healthcare

Heico Corp Class A

2.18 127.7 Mil
Industrials

On Holding AG

2.17 126.7 Mil
Consumer Cyclical

Tyler Technologies Inc

2.07 121.0 Mil
Technology