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    Ivy Micro Cap Growth I (IGWIX)

    25.18 Down 0.10(0.40%) May 22
    Prev Close:25.28
    YTD Return*:-1.02%
    Net Assets*:224.02M
    Yield*:N/A

    * As of 30-Apr-15

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

    Headlines

    • No Headlines available for IGWIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    ASPX3.5792.38
    RGEN2.3557.17
    AERI1.94-62.59
    TWOU1.8137.23
    QDEL1.81-20.19

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:224.02M
    Category:Small Growth
    Annual Report Expense Ratio (net):1.23%

    Performance & Risk

    YTD Return:-1.02%
    5y Avg Return:12.60%
    Rank in Category (ytd):99
    % Rank in Category (ytd):12.96%
    Beta (3y):1.16
    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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