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.
Will WSGAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of WSGAX’s parent organization’s priorities and whether they’re in line with investors’ interests.