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Morningstar

Delaware Ivy Small Cap Growth A WSGAX

Morningstar Analyst Rating
Analyst rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 12.12  /  1.00 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.140%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 40%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:24 PM GMT+00:00

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.

A small team beginning to grow.

Associate Analyst

Summary

| by Sachin Nagarajan

Delaware Ivy Small Cap Growth’s small team is still taking shape, earning it a Morningstar Analyst Rating of Neutral.

Unlock our full analysis with Morningstar Investor