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Delaware Ivy Small Cap Growth A WSGAX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Macquarie Investment Hub

Morningstar’s Analysis WSGAX

Will WSGAX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WSGAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WSGAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WSGAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Name and Manager Change at Delaware Ivy Small Cap Growth; Ratings Unchanged

null Katie Rushkewicz Reichart

Katie Rushkewicz Reichart

Analyst Note

Delaware Ivy Small Cap Growth is getting a new name and will experience a manager change. The name change to Macquarie Small Cap Growth will occur on Dec. 31, 2024, reflecting the parent company’s name. Effective immediately, senior analyst Joshua Brown has become a comanager alongside Tim Miller and Ken McQuade. The strategy’s Average People rating and Morningstar Medalist Ratings remain intact.

by Katie Rushkewicz Reichart
Published on

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