Skip to Content

Delaware Ivy Science and Technology C WSTCX

Medalist Rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 27.22  /  −0.44 %
  • Total Assets 5.7 Bil
  • Adj. Expense Ratio
    2.150%
  • Expense Ratio 2.150%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 51%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:18 PM GMT+0

Morningstar’s Analysis WSTCX

Will WSTCX outperform in future?

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

Weakness in Delaware Ivy Science and Technology C's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WSTCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 53.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.04 473.2 Mil
Technology

Meta Platforms Inc Class A

7.13 373.0 Mil
Communication Services

Pinterest Inc Class A

5.79 303.3 Mil
Communication Services

NVIDIA Corp

5.77 302.0 Mil
Technology

Seagate Technology Holdings PLC

5.35 280.1 Mil
Technology

Amazon.com Inc

4.88 255.5 Mil
Consumer Cyclical

Broadcom Inc

4.68 244.9 Mil
Technology

Apple Inc

3.72 194.6 Mil
Technology

ASML Holding NV ADR

3.48 182.3 Mil
Technology

Lam Research Corp

3.43 179.5 Mil
Technology