Delaware Ivy Mid Cap Growth’s disciplined investment process earns it a Morningstar Analyst Rating of Bronze for all but its two priciest share classes.
- NAV / 1-Day Return 24.22 / 0.25 %
- Total Assets 5.6 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.290%
- Distribution Fee Level Average
- Share Class Type Retirement, Medium
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment —
- Status Open
- TTM Yield —
- Turnover 23%
Morningstar’s Analysis WMGRX
Will WMGRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 66
- Bond Holdings 0
- Other Holdings 4
- % Assets in Top 10 Holdings 26.1