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Delaware Ivy Science and Technology Y WSTYX

Medalist Rating as of | See Macquarie Investment Hub
  • NAV / 1-Day Return 57.77  /  0.50 %
  • Total Assets 5.6 Bil
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.240%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 51%

Morningstar’s Analysis WSTYX

Will WSTYX outperform in future?

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

Weakness in Delaware Ivy Science and Technology Y'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 second-highest quintile among peers.

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Portfolio Holdings WSTYX

  • Current Portfolio Date
  • Equity Holdings 38
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 53.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
9.04
473,242,956
Technology
7.13
373,049,417
Communication Services
5.79
303,250,036
Communication Services
5.77
302,046,068
Technology
5.35
280,142,936
Technology
4.88
255,516,282
Consumer Cyclical
4.68
244,904,134
Technology
3.72
194,611,057
Technology
3.48
182,269,364
Technology
3.43
179,478,546
Technology