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Delaware Ivy Small Cap Growth R WSGRX

Medalist Rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 11.53  /  −1.03 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    1.390%
  • Expense Ratio 1.390%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 55%

USD | NAV as of Jun 21, 2024 | 1-Day Return as of Jun 21, 2024, 12:01 AM GMT+0

Morningstar’s Analysis WSGRX

Will WSGRX outperform in future?

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

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.

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Portfolio Holdings WSGRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 25.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Financial Services