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    Ivy Micro Cap Growth I (IGWIX)

    25.65 Up 0.25(0.98%) Apr 20
    Prev Close:25.65
    YTD Return*:2.57%
    Net Assets*:235.44M
    Yield*:N/A

    * As of 31-Mar-15

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

    Headlines

    • No Headlines available for IGWIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    ASPX2.6391.14
    CALD2.31-23.88
    RENT2.13-26.06
    QDEL1.99-9.58
    ENTA1.95-38.47

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:235.44M
    Category:Small Growth
    Annual Report Expense Ratio (net):1.23%

    Performance & Risk

    YTD Return:2.57%
    5y Avg Return:15.10%
    Rank in Category (ytd):93
    % Rank in Category (ytd):12.25%
    Beta (3y):1.17
    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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