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Ivy Mid Cap Growth B WMGBX

Analyst rating as of
NAV / 1-Day Return
26.56  /  3.17 %
Total Assets
7.9 Bil
Adj. Expense Ratio
2.070%
Expense Ratio
2.070%
Fee Level
Above Average
Longest Manager Tenure
20.25 years
Category
Mid-Cap Growth
Investment Style
Mid Growth
Min. Initial Investment
750
Status
Closed
TTM Yield
0.00%
Turnover
22%
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Morningstar’s Analysis

Will WMGBX outperform in future?

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Summary

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Ivy Mid Cap Growth's patient investment approach effectively blends valuation sensitivity with a quality orientation and earns its two cheapest share classes a Morningstar Analyst Rating of Bronze. Pricier share classes remain Neutral.

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