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Delaware Ivy Small Cap Growth Y WSCYX

Medalist Rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 16.78  /  0.77 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    1.140%
  • Expense Ratio 1.140%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 51%

Morningstar’s Analysis WSCYX

Will WSCYX outperform in future?

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

Decent but not distinct.

Associate Analyst Sachin Nagarajan

Sachin Nagarajan

Associate Analyst

Summary

Delaware Ivy Small Cap Growth lacks a competitive edge and retains its Morningstar Medalist Rating of Neutral for all share classes.

Rated on Published on

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Portfolio Holdings WSCYX

  • Current Portfolio Date
  • Equity Holdings 66
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 25.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
3.16
38,864,336
Technology
3.10
38,163,163
Technology
2.70
33,285,836
Industrials
2.50
30,726,778
Industrials
2.42
29,790,516
Healthcare
2.35
28,967,551
Technology
2.32
28,508,568
Financial Services
2.20
27,031,573
Healthcare
2.19
27,016,982
Industrials