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Ivy Micro Cap Growth Y (IGWYX)

20.56 Up 0.20(0.98%) May 27
Prev Close:20.36
YTD Return*:-7.20%
Net Assets*:158.73M
Yield*:N/A

* As of 30-Apr-16

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

Headlines

  • No Headlines available for IGWYX at this time.

Top Holdings

Symbol% AssetsYTD Return %
TTS3.84N/A
EGHT3.61N/A
NLS3.35N/A
SPWH3.06N/A
MPAA3.03N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:158.73M
Category:Small Growth
Annual Report Expense Ratio (net):1.49%

Performance & Risk

YTD Return:-7.20%
5y Avg Return:4.23%
Rank in Category (ytd):83
% Rank in Category (ytd):11.13%
Beta (3y):0.92
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 in equity securities of micro capitalization companies. The fund's investment manager utilizes a bottom-up stock selection process and seeks to invest in securities of early-stage growth companies that are expected to benefit from areas of the economy that demonstrate the ability to grow meaningfully faster than overall gross domestic product for a sustained period of time. View More
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