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    Ivy Small Cap Growth C (WRGCX)

    12.84 Up 0.14(1.10%) May 27
    Prev Close:12.70
    YTD Return*:-0.39%
    Net Assets*:944.57M
    Yield*:N/A

    * As of 30-Apr-16

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

    Headlines

    • No Headlines available for WRGCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    ULTI3.86N/A
    MTN3.61N/A
    AHS2.96N/A
    WSO2.91N/A
    SIVB2.49N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:944.57M
    Category:Small Growth
    Annual Report Expense Ratio (net):2.07%

    Performance & Risk

    YTD Return:-0.39%
    5y Avg Return:5.50%
    Rank in Category (ytd):24
    % Rank in Category (ytd):3.22%
    Beta (3y):0.99
    Morningstar Risk Rating:3

    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 in common stocks of small capitalization companies. For purposes of this fund, small capitalization companies typically are companies with market capitalizations within the range of companies in the Russell 2000 Growth Index at the time of acquisition. View More
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