Nasdaq - Delayed Quote USD

Delaware Ivy Science and Technology Y (WSTYX)

57.43 -0.36 (-0.62%)
As of 8:06 AM EDT. Market Open.
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DELL
  • Previous Close 57.79
  • YTD Return 15.70%
  • Expense Ratio 1.00%
  • Category Technology
  • Last Cap Gain 31.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 5.79B
  • Beta (5Y Monthly) 1.26
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 51.00%
  • Last Dividend --
  • Inception Date Apr 2, 2007

The fund invests primarily in the equity securities of science and technology companies around the globe. Under normal circumstances, it invests at least 80% of its net assets in securities of science or technology companies. The fund also may invest in companies that utilize science and/or technology as an agent of change to significantly enhance their business opportunities. It may invest in securities issued by companies of any size, and may invest without limitation in foreign securities, including securities of issuers within emerging markets. The fund is non-diversified.

Delaware Funds by Macquarie

Fund Family

Technology

Fund Category

5.79B

Net Assets

2007-04-02

Inception Date

Performance Overview: WSTYX

Trailing returns as of 4/25/2024. Category is Technology.

YTD Return

WSTYX
15.70%
Category
12.31%
 

1-Year Return

WSTYX
40.88%
Category
53.90%
 

3-Year Return

WSTYX
7.21%
Category
27.50%
 

5-Year Return

WSTYX
16.29%
Category
28.80%
 

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Holdings: WSTYX

Top 10 Holdings (53.27% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 9.04%
META
Meta Platforms, Inc. 7.13%
PINS
Pinterest, Inc. 5.79%
NVDA
NVIDIA Corporation 5.77%
STX
Seagate Technology Holdings plc 5.35%
AMZN
Amazon.com, Inc. 4.88%
AVGO
Broadcom Inc. 4.68%
AAPL
Apple Inc. 3.72%
ASML
ASML Holding N.V. 3.48%
LRCX
Lam Research Corporation 3.43%

Sector Weightings

SectorWSTYX
Technology   66.12%
Healthcare   5.18%
Industrials   1.11%
Real Estate   0.00%
Utilities   0.00%
Energy   0.00%

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