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    Ivy Micro Cap Growth A (IGWAX)

    23.37 Up 0.12(0.52%) Jan 26
    Prev Close:23.25
    YTD Return*:-2.46%
    Net Assets*:244.12M
    Yield*:N/A

    * As of 31-Dec-14

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

    Headlines

    • No Headlines available for IGWAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MOVE2.2431.02
    QDEL2.00-3.18
    RENT1.96-1.76
    CALD1.87-2.57
    RGEN1.741.52

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:244.12M
    Category:Small Growth
    Annual Report Expense Ratio (net):1.64%

    Performance & Risk

    YTD Return:-2.46%
    5y Avg Return:16.55%
    Rank in Category (ytd):85
    % Rank in Category (ytd):11.77%
    Beta (3y):1.27
    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. View More
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