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Delaware Ivy Science and Technology R WSTRX

Medalist Rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 47.85  /  +2.46 %
  • Total Assets 5.8 Bil
  • Adj. Expense Ratio
    1.580%
  • Expense Ratio 1.580%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 51%

USD | NAV as of Mar 02, 2024 | 1-Day Return as of Mar 02, 2024, 1:27 AM GMT+0

Morningstar’s Analysis WSTRX

Will WSTRX outperform in future?

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

Weakness in Delaware Ivy Science and Technology R'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.

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Portfolio Holdings WSTRX

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

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Amazon.com Inc

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Consumer Cyclical

Broadcom Inc

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Apple Inc

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ASML Holding NV ADR

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Lam Research Corp

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