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    Ivy Micro Cap Growth Y (IGWYX)

    24.69 Up 0.01(0.04%) Mar 4
    Prev Close:24.68
    YTD Return*:-5.20%
    Net Assets*:228.17M
    Yield*:N/A

    * As of 31-Jan-15

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

    Headlines

    • No Headlines available for IGWYX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    ASPX2.6313.68
    CALD2.31-3.25
    RENT2.135.38
    QDEL1.99-18.64
    ENTA1.95-23.15

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:228.17M
    Category:Small Growth
    Annual Report Expense Ratio (net):1.50%

    Performance & Risk

    YTD Return:-5.20%
    5y Avg Return:17.13%
    Rank in Category (ytd):94
    % Rank in Category (ytd):12.27%
    Beta (3y):1.18
    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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