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Ivy Mid Cap Growth C (WMGCX)

21.10 Up 0.07(0.33%) Oct 24
Prev Close:21.03
YTD Return*:0.95%
Net Assets*:5.02B
Yield*:N/A

* As of 30-Sep-14

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

Headlines

  • No Headlines available for WMGCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
EA2.5853.18
NTRS2.5510.24
MCHP2.425.33
FAST2.35-4.71
SBNY2.314.26

Fund Basics

Morningstar Overall Rating:
Total Assets:5.02B
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):2.01%

Performance & Risk

YTD Return:0.95%
5y Avg Return:14.24%
Rank in Category (ytd):63
% Rank in Category (ytd):8.27%
Beta (3y):1.09
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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