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 Dow Down 1.88% Nasdaq Down 2.09%

Ivy Mid Cap Growth Y (WMGYX)

23.95 Down 0.37(1.52%) Jul 31
Prev Close:24.32
YTD Return*:3.77%
Net Assets*:4.91B
Yield*:N/A

* As of 30-Jun-14

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

Headlines

  • No Headlines available for WMGYX at this time.

Top Holdings

Symbol% AssetsYTD Return %
NTRS2.665.25
MCHP2.4112.81
SBNY2.3517.92
VAR2.228.06
FAST2.194.80

Fund Basics

Morningstar Overall Rating:
Total Assets:4.91B
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.23%

Performance & Risk

YTD Return:3.77%
5y Avg Return:19.88%
Rank in Category (ytd):53
% Rank in Category (ytd):6.92%
Beta (3y):1.12
Morningstar Risk Rating:2

Fund Summary

The investment seeks to provide growth of capital. The fund invests primarily in common stocks of mid-capitalization companies that the adviser believes offer above-average growth potential. Under normal circumstances, it invests at least 80% of its net assets in the securities of mid-capitalization companies, which 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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