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Ivy Micro Cap Growth I (IGWIX)

25.24 Up 0.27(1.08%) Nov 26
Prev Close:24.97
YTD Return*:-5.61%
Net Assets*:238.27M
Yield*:N/A

* As of 31-Oct-14

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

Headlines

  • No Headlines available for IGWIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
MOVE2.2431.08
QDEL2.00-8.68
RENT1.96103.06
CALD1.872.77
RGEN1.7486.66

Fund Basics

Morningstar Overall Rating:
Total Assets:238.27M
Category:Small Growth
Annual Report Expense Ratio (net):1.23%

Performance & Risk

YTD Return:-5.61%
5y Avg Return:18.59%
Rank in Category (ytd):92
% Rank in Category (ytd):12.55%
Beta (3y):1.33
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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