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    Ivy Micro Cap Growth I (IGWIX)

    25.79 Down 0.75(2.83%) Jun 29
    Prev Close:25.79
    YTD Return*:3.14%
    Net Assets*:226.20M
    Yield*:N/A

    * As of 31-May-15

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

    Headlines

    • No Headlines available for IGWIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    ASPX3.57N/A
    RGEN2.35N/A
    AERI1.94N/A
    TWOU1.81N/A
    QDEL1.81N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:226.2M
    Category:Small Growth
    Annual Report Expense Ratio (net):1.24%

    Performance & Risk

    YTD Return:3.14%
    5y Avg Return:15.69%
    Rank in Category (ytd):83
    % Rank in Category (ytd):10.82%
    Beta (3y):1.11
    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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