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Delaware Ivy Small Cap Growth C WRGCX

Medalist Rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 6.73  /  0.60 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
  • Expense Ratio 1.890%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 40%

Morningstar’s Analysis WRGCX

Will WRGCX outperform in future?

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

A small team beginning to grow.

Associate Analyst Sachin Nagarajan

Sachin Nagarajan

Associate Analyst

Summary

Delaware Ivy Small Cap Growth’s small team is still taking shape, earning it a Morningstar Analyst Rating of Neutral.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WRGCX

  • Current Portfolio Date
  • Equity Holdings 70
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 23.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
2.74
40,268,641
Financial Services
2.45
36,021,522
Consumer Cyclical
2.41
35,466,798
Industrials
2.28
33,449,128
Technology
2.27
33,331,839
Consumer Defensive
2.19
32,249,090
Consumer Cyclical
2.14
31,510,656
Healthcare
2.08
30,630,641
Healthcare
2.06
30,330,795
Healthcare