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Ivy Micro Cap Growth I (IGWIX)

24.08 Down 0.39(1.59%) Sep 15
Prev Close:24.47
YTD Return*:-7.04%
Net Assets*:226.47M
Yield*:N/A

* As of 31-Aug-14

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

Headlines

  • No Headlines available for IGWIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Toyota Mtr Cr FRN2.7347.72
BAS2.3550.22
ENTA2.03-2.23
RNET1.9445.16
RGEN1.82-19.01

Fund Basics

Morningstar Overall Rating:
Total Assets:226.47M
Category:Small Growth
Annual Report Expense Ratio (net):1.23%

Performance & Risk

YTD Return:-7.04%
5y Avg Return:18.23%
Rank in Category (ytd):92
% Rank in Category (ytd):12.48%
Beta (3y):1.38
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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