• FirefoxUpgrade to the new Firefox »
  •  Dow Up 0.15% Nasdaq Up 0.36%

    Ivy Micro Cap Growth Y (IGWYX)

    24.42 Up 0.19(0.78%) Dec 19
    Prev Close:24.23
    YTD Return*:-6.54%
    Net Assets*:236.53M
    Yield*:N/A

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for IGWYX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MOVE2.2431.02
    QDEL2.00-23.11
    RENT1.96118.47
    CALD1.8715.59
    RGEN1.7458.28

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:236.53M
    Category:Small Growth
    Annual Report Expense Ratio (net):1.50%

    Performance & Risk

    YTD Return:-6.54%
    5y Avg Return:17.89%
    Rank in Category (ytd):91
    % Rank in Category (ytd):12.57%
    Beta (3y):1.24
    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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback