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    Ivy Micro Cap Growth I (IGWIX)

    23.47 Down 0.44(1.84%) Sep 1
    Prev Close:23.91
    YTD Return*:7.59%
    Net Assets*:229.10M
    Yield*:N/A

    * As of 31-Jul-15

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

    Headlines

    • No Headlines available for IGWIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    iShares Russell 2000 Growth3.34N/A
    ADPT2.77N/A
    TWOU2.24N/A
    RTRX2.15N/A
    CALD2.12N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:229.1M
    Category:Small Growth
    Annual Report Expense Ratio (net):1.24%

    Performance & Risk

    YTD Return:7.59%
    5y Avg Return:16.99%
    Rank in Category (ytd):52
    % Rank in Category (ytd):6.87%
    Beta (3y):1.00
    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 in equity securities of micro capitalization companies. The fund's investment manager utilizes a bottom-up stock selection process and seeks to invest in securities of early-stage growth companies that are expected to benefit from areas of the economy that demonstrate the ability to grow meaningfully faster than overall gross domestic product for a sustained period of time. View More
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