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Delaware Ivy Mid Cap Growth R WMGRX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Macquarie Investment Hub

Morningstar’s Analysis WMGRX

Will WMGRX outperform in future?

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

  • Process Pillar

    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.

  • People Pillar

    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.

  • Parent Pillar

    The Parent Pillar is our rating of WMGRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Upcoming Manager and Name Change for Delaware Ivy Mid Cap Growth; Ratings Unchanged

null Katie Rushkewicz Reichart

Katie Rushkewicz Reichart

Analyst Note

Delaware Ivy Mid Cap Growth is getting a new name, and a manager is taking on a new role. The name change to Macquarie Mid Cap Growth will occur on Dec. 31, 2024, reflecting the parent company’s brand name. Meanwhile, comanager Nathan Brown will become director of equity research in June 2024, though Kim Scott and Brad Halverson remain. The strategy’s Average People rating and Morningstar Medalist Ratings are unchanged.

by Katie Rushkewicz Reichart
Published on

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