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.
- 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.
Process Pillar
People Pillar
Parent Pillar
- 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