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Ivy Micro Cap Growth I (IGWIX)

24.79 Up 0.05(0.20%) Aug 27
Prev Close:24.74
YTD Return*:-10.62%
Net Assets*:226.47M
Yield*:N/A

* As of 31-Jul-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 FRN2.7352.22
BAS2.3542.30
ENTA2.0312.69
RNET1.9454.91
RGEN1.82-18.72

Fund Basics

Morningstar Overall Rating:
Total Assets:226.47M
Category:Small Growth
Annual Report Expense Ratio (net):1.23%

Performance & Risk

YTD Return:-10.62%
5y Avg Return:17.41%
Rank in Category (ytd):92
% Rank in Category (ytd):12.48%
Beta (3y):1.48
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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