• FirefoxUpgrade to the new Firefox »
  •  Dow Down 1.45% Nasdaq Down 1.03%

    Ivy Micro Cap Growth I (IGWIX)

    23.22 Down 0.48(2.03%) Jan 30
    Prev Close:23.70
    YTD Return*:-2.08%
    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 IGWIX 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):1.23%

    Performance & Risk

    YTD Return:-2.08%
    5y Avg Return:17.04%
    Rank in Category (ytd):84
    % Rank in Category (ytd):11.63%
    Beta (3y):1.28
    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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback