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Ivy Core Equity C WTRCX

Analyst rating as of
NAV / 1-Day Return
13.17  /  0.08 %
Total Assets
4.2 Bil
Adj. Expense Ratio
1.890%
Expense Ratio
1.890%
Fee Level
Above Average
Longest Manager Tenure
14.67 years
Category
US Fund Large Growth
Investment Style
Large Blend
Min. Initial Investment
750
Status
Open
TTM Yield
0.08%
Turnover
66%
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Morningstar’s Analysis

Will WTRCX outperform in future?

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

Dropping Coverage of Ivy Core Equity

Senior Analyst

Analyst Note

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Morningstar will cease qualitative research coverage of Ivy Core Equity on or about Dec. 16, 2020, in order to reallocate our analysts to research other strategies. At that time, the last Morningstar Analyst Rating and this research will be removed. After that date, please discontinue using the research report or former research reports issued by Morningstar on this fund. We recommend users form their own views on this fund or obtain financial advice.

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