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    Ivy Micro Cap Growth A (IGWAX)

    25.47 Down 0.22(0.86%) Aug 4
    Prev Close:25.69
    YTD Return*:6.76%
    Net Assets*:229.71M
    Yield*:N/A

    * As of 30-Jun-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for IGWAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    ASPX3.57N/A
    RGEN2.35N/A
    AERI1.94N/A
    TWOU1.81N/A
    QDEL1.81N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:229.71M
    Category:Small Growth
    Annual Report Expense Ratio (net):1.64%

    Performance & Risk

    YTD Return:6.76%
    5y Avg Return:17.61%
    Rank in Category (ytd):66
    % Rank in Category (ytd):8.68%
    Beta (3y):1.00
    Morningstar Risk Rating:5

    Fund Summary

    The investment seeks to provide growth of capital. The fund seeks to achieve its objective by investing, under normal circumstances, at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of micro capitalization companies. Micro capitalization companies typically are companies with float-adjusted market capitalizations below $1 billion at the time of acquisition. The fund's investment manager, utilizes a bottom-up stock selection process and seeks to invest in securities of companies that it believes exhibit extraordinary earnings growth, earnings surprise potential, fundamental strength and management vision. View More
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