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    Ivy Mid Cap Growth I (IYMIX)

    23.84 Up 0.15(0.63%) Jan 26
    Prev Close:23.69
    YTD Return*:8.20%
    Net Assets*:4.99B
    Yield*:N/A

    * As of 31-Dec-14

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

    Headlines

    • No Headlines available for IYMIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    NTRS2.720.22
    EA2.69-0.31
    ISRG2.51-0.64
    MCHP2.36-0.53
    MJN2.25-0.60

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:4.99B
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):0.99%

    Performance & Risk

    YTD Return:8.20%
    5y Avg Return:15.73%
    Rank in Category (ytd):38
    % Rank in Category (ytd):5.07%
    Beta (3y):1.01
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks to provide growth of capital. The fund seeks to achieve its objective by investing primarily in common stocks of mid-capitalization companies that IICO believes are high quality and/or offer above-average growth potential. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in the securities of mid-capitalization companies, which, for purposes of this fund, typically are companies with market capitalizations within the range of companies in the Russell Midcap Growth Index at the time of acquisition. View More
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