Ivy Large Cap Growth A
6300 Lamar Ave Overland Park KS 66202
Map
Phone: 800-777-6472
| Category: | Large Growth | | Fund Family: | Ivy Funds | | Net Assets: | 440.15M | | Year-to-Date Return: | 21.33% | | Yield: | 0.07% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Jun-00 |
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Daniel P. Becker
Lead Manager since
30-Jun-00 | | | Becker is senior vice president of WRIMCO and IICO, and vice president of other investment companies for which WRIMCO and IICO serve as investment manager. He has been an employee of WRIMCO and its predecessor since October 1989, initially serving as an investment analyst, and has served as a portfolio manager since January 1997. Becker holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $500 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks to provide appreciation. The fund invests primarily in a diversified portfolio of common stocks issued by higher-quality, growth-oriented large to medium sized domestic and, to a lesser extent, foreign companies that believes have appreciation possibilities. It invests at least 80% of net assets in large-cap growth securities. |
| Last Dividend
(10-Dec-09):
| 0.05 | | Last Cap Gain
(13-Dec-07):
| 0.12 | | Annual Holdings Turnover
| 76.00% | | Average for Category:
| 112.30% |
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| Expense | WLGAX | Category
Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.75%
| 5.43% | | Max Deferred Sales Load: | %
| 2.62% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $670 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,047 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,062 |
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0.20% Nasdaq 
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