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 Dow Down 0.42% Nasdaq Down 0.05%

Ivy Micro Cap Growth A (IGWAX)

24.12 Up 0.01(0.04%) Jul 29
Prev Close:24.11
YTD Return*:-1.33%
Net Assets*:256.47M
Yield*:N/A

* As of 30-Jun-14

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

Headlines

  • No Headlines available for IGWAX at this time.

Top Holdings

Symbol% AssetsYTD Return %
BAS2.0483.14
NGVC1.89-48.62
iShares Russell 2000 Growth1.8569.15
THRM1.8315.27
QDEL1.6954.99

Fund Basics

Morningstar Overall Rating:
Total Assets:256.47M
Category:Small Growth
Annual Report Expense Ratio (net):1.64%

Performance & Risk

YTD Return:-1.33%
5y Avg Return:20.59%
Rank in Category (ytd):76
% Rank in Category (ytd):10.31%
Beta (3y):1.42
Morningstar Risk Rating:5

Fund Summary

The investment seeks to provide growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets in equity securities of micro cap companies. Micro cap companies typically are companies with float-adjusted market capitalizations below $1 billion at the time of acquisition. It primarily invests in common stock, which may include common stocks that are offered in initial public offerings (IPOs). View More
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