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