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Ivy Micro Cap Growth Y (IGWYX)

25.26 Up 0.06(0.24%) Nov 25
Prev Close:25.26
YTD Return*:-5.79%
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 IGWYX 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):1.50%

Performance & Risk

YTD Return:-5.79%
5y Avg Return:18.68%
Rank in Category (ytd):92
% Rank in Category (ytd):12.55%
Beta (3y):1.25
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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