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Delaware Ivy Mid Cap Growth A WMGAX

Medalist Rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 26.23  /  1.79 %
  • Total Assets 5.9 Bil
  • Adj. Expense Ratio
  • 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 0.00
  • Turnover 27%

Morningstar’s Analysis WMGAX

Will WMGAX outperform in future?

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

The advantages of this strategy’s valuation-sensitivity have been hard to see lately.

Analyst Jader Dutra

Jader Dutra

Analyst

Summary

Delaware Ivy Mid Cap Growth’s disciplined investment process earns it a Morningstar Analyst Rating of Bronze for all but its two priciest share classes.

Rated on Published on

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Portfolio Holdings WMGAX

  • Current Portfolio Date
  • Equity Holdings 64
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 28.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
4.35
248,172,522
Real Estate
3.67
209,106,193
Healthcare
3.35
191,155,079
Financial Services
3.05
173,666,534
Technology
2.55
145,238,291
Consumer Cyclical
2.47
140,886,776
Communication Services
2.24
127,638,502
Industrials
2.22
126,705,093
Technology
2.19
124,657,661
Technology
2.17
123,723,053
Technology