Skip to Content

Ivy Mid Cap Growth B WMGBX

Analyst rating as of
NAV / 1-Day Return
26.82  /  0.00
Total Assets
6.0 Bil
Adj. Expense Ratio
2.070%
Expense Ratio
2.070%
Fee Level
Above Average
Longest Manager Tenure
19.70 years
Category
US Fund Mid-Cap Growth
Investment Style
Mid Growth
Min. Initial Investment
750
Status
Closed
TTM Yield
0.00%
Turnover
22%
Premium

Morningstar’s Analysis

Will WMGBX outperform in future?

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

Flashes of strength.

Senior Analyst

Summary

| |

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.

Unlock our full analysis with Morningstar Premium