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Delaware Ivy Mid Cap Growth Y WMGYX

Medalist Rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 27.53  /  0.25 %
  • Total Assets 5.6 Bil
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.040%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 23%

Morningstar’s Analysis WMGYX

Will WMGYX outperform in future?

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

The advantages of this strategy’s valuation-sensitivity have been hard to see lately.

Analyst Jader Dutra

Jader Dutra

Analyst

Summary

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.

Rated on Published on

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Portfolio Holdings WMGYX

  • Current Portfolio Date
  • Equity Holdings 66
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 26.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
4.48
247,194,891
Real Estate
3.00
165,572,589
Communication Services
2.78
153,263,723
Healthcare
2.43
134,051,633
Technology
2.34
129,081,743
Consumer Cyclical
2.33
128,273,302
Financial Services
2.32
127,689,408
Technology
2.21
121,642,692
Industrials
2.09
115,199,501
Industrials
2.08
114,793,630
Technology