Ivy Small Cap Growth's modest resources limit its appeal, and the managers haven't spent much time operating within the strategy's sleeved approach. Each share class receives a Morningstar Analyst Rating of Neutral.
Will WSGRX 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 WSGRX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the WSGRX 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 WSGRX’s parent organization’s priorities and whether they’re in line with investors’ interests.