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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
  • 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

CyberArk Software Ltd

3.81 48.3 Mil


2.93 37.1 Mil

Federal Signal Corp

2.62 33.2 Mil

Parsons Corp

2.56 32.4 Mil

Onto Innovation Inc

2.40 30.4 Mil

Clean Harbors Inc

2.22 28.1 Mil

Red Rock Resorts Inc Class A

2.22 28.1 Mil
Consumer Cyclical

Vericel Corp

2.18 27.6 Mil

Sprout Social Inc Class A

2.18 27.6 Mil

Houlihan Lokey Inc Class A

2.01 25.4 Mil
Financial Services