Ivy Micro Cap Growth C (IGWCX)
20.81
0.12(0.58%) May 17
| Prev Close: | 20.69 |
|---|
| YTD Return*: | 6.98% |
|---|
| Net Assets*: | 82.75M |
|---|
| Yield*: | N/A |
|---|
* As of 28-Feb-13
The broker you select will become the default broker for Trade Now
Quotes delayed, except where indicated otherwise. Currency in USD.
Headlines
- No Headlines available for IGWCX at this time.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| Toyota Mtr Cr FRN | 4.22 | 24.37 |
| SPNC | 2.92 | -0.13 |
| SPSC | 2.31 | 8.73 |
| DXPE | 2.05 | 29.41 |
| ASGN | 2.05 | 31.34 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 82.75M |
| Category: | Small Growth |
|---|
| Annual Report Expense Ratio (net): | 2.62% |
|---|
Performance & Risk
| YTD Return: | 6.98% |
| 5y Avg Return: | N/A |
| Rank in Category (ytd): | 59 |
| % Rank in Category (ytd): | 7.92% |
| Beta (3y): | 1.44 |
| 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