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Ivy Small Cap Growth R (WSGRX)

17.60 Down 0.14(0.79%) Apr 23
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Prev Close:17.60
YTD Return*:0.82%
Net Assets*:1.22B
Yield*:N/A

* As of 31-Mar-14

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

Headlines

  • No Headlines available for WSGRX at this time.

Top Holdings

Symbol% AssetsYTD Return %
ULTI2.86-10.87
DWRE2.833.13
SIVB2.7823.23
AMG2.54-5.36
WAB2.495.84

Fund Basics

Morningstar Overall Rating:
Total Assets:1.22B
Category:Small Growth
Annual Report Expense Ratio (net):1.67%

Performance & Risk

YTD Return:0.82%
5y Avg Return:24.94%
Rank in Category (ytd):36
% Rank in Category (ytd):4.88%
Beta (3y):1.18
Morningstar Risk Rating:3

Fund Summary

The investment seeks to provide growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets in common stocks of small capitalization companies. 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. The adviser emphasizes smaller companies positioned in new or emerging industries where the adviser believes there is opportunity for higher growth. Its investments in equity securities may include common stocks that are offered in initial public offerings (IPOs). View More
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