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Delaware Ivy Small Cap Growth C WRGCX

Analyst rating as of
NAV / 1-Day Return
6.84  /  1.18 %
Total Assets
1.7 Bil
Adj. Expense Ratio
2.050%
Expense Ratio
2.050%
Fee Level
Above Average
Longest Manager Tenure
12.25 years
Category
Small Growth
Investment Style
Small Growth
Min. Initial Investment
750
Status
Open
TTM Yield
0.83%
Turnover
40%

Morningstar’s Analysis

Will WRGCX outperform in future?

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

Comanager Departs Delaware Ivy Small Cap Growth; Ratings Unchanged

Analyst Note

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Comanager Brad Halverson will leave Delaware Ivy Small Cap Growth in November 2021 for the same role on Delaware Ivy Mid Cap Growth IYMIX and Delaware Ivy Mid Cap Income Opportunities IVOIX.

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