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Ivy Micro Cap Growth I (IGWIX)

23.60 Up 0.23(0.98%) Oct 20
Prev Close:23.37
YTD Return*:-10.58%
Net Assets*:235.12M
Yield*:N/A

* As of 30-Sep-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 FRN2.7330.48
BAS2.3547.69
ENTA2.03-16.34
RNET1.9452.49
RGEN1.82-13.47

Fund Basics

Morningstar Overall Rating:
Total Assets:235.12M
Category:Small Growth
Annual Report Expense Ratio (net):1.23%

Performance & Risk

YTD Return:-10.58%
5y Avg Return:15.13%
Rank in Category (ytd):89
% Rank in Category (ytd):12.08%
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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