Skip to Content

Ivy Small Cap Growth A WSGAX

Analyst rating as of
NAV / 1-Day Return
22.41  /  0.58 %
Total Assets
3.1 Bil
Adj. Expense Ratio
1.310%
Expense Ratio
1.310%
Fee Level
Above Average
Longest Manager Tenure
11.10 years
Category
Small Growth
Investment Style
Small Growth
Min. Initial Investment
750
Status
Open
TTM Yield
0.00%
Turnover
40%
Premium

Morningstar’s Analysis

Will WSGAX outperform in future?

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

Macquarie Asset Management Buys Waddell & Reed; Ratings Unchanged

Analyst Note

| |

On Dec. 2, 2020, Waddell & Reed, the parent company of Ivy Investments, announced that it would be acquired by Macquarie Asset Management and expects the deal to close in mid-2021. This news doesn't immediately affect Ivy's Average Parent rating or any strategy's Morningstar Analyst Rating.

Unlock our full analysis with Morningstar Premium