A patient approach focused on companies' durability and Morningstar's enhanced ratings methodology underlie the upgrade of Ivy Mid 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 WMGBX 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 WMGBX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the WMGBX 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 WMGBX’s parent organization’s priorities and whether they’re in line with investors’ interests.