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.
Delaware Ivy Mid Cap Growth Y WMGYX
- NAV / 1-Day Return 28.87 / +0.03 %
- Total Assets 5.8 Bil
-
Adj. Expense Ratio
- 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%
USD | NAV as of Apr 27, 2024 | 1-Day Return as of Apr 27, 2024, 12:14 AM GMT+0
Morningstar’s Analysis WMGYX
Will WMGYX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 26.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
CoStar Group Inc | 4.40 | 270.6 Mil | Real Estate |
Pinterest Inc Class A | 3.11 | 191.4 Mil | Communication Services |
Monolithic Power Systems Inc | 3.02 | 185.4 Mil | Technology |
DexCom Inc | 2.61 | 160.5 Mil | Healthcare |
The Trade Desk Inc Class A | 2.41 | 148.0 Mil | Technology |
Floor & Decor Holdings Inc Class A | 2.32 | 142.4 Mil | Consumer Cyclical |
MarketAxess Holdings Inc | 2.15 | 132.4 Mil | Financial Services |
Repligen Corp | 2.15 | 132.3 Mil | Healthcare |
Pool Corp | 2.11 | 129.8 Mil | Industrials |
IDEXX Laboratories Inc | 2.06 | 126.7 Mil | Healthcare |