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Ivy Small Cap Growth R WSGRX

Analyst rating as of
NAV / 1-Day Return
20.52  /  0.73 %
Total Assets
2.5 Bil
Adj. Expense Ratio
1.630%
Expense Ratio
1.630%
Fee Level
High
Longest Manager Tenure
10.67 years
Category
US Fund Small Growth
Investment Style
Small Growth
Min. Initial Investment
0
Status
Open
TTM Yield
0.00%
Turnover
40%
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Morningstar’s Analysis

Will WSGRX outperform in future?

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

An unorthodox small-growth option.

Summary

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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.

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