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.
Will WMGRX 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 WMGRX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the WMGRX 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 WMGRX’s parent organization’s priorities and whether they’re in line with investors’ interests.