Nasdaq - Delayed Quote USD

Delaware Ivy Mid Cap Growth Fund Class B (WMGBX)

30.04 -0.04 (-0.13%)
At close: May 23 at 8:01 PM EDT

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 the manager believes are high quality and/or 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, for purposes of this fund typically are companies with market capitalizations similar to those of issuers included in the Russell Midcap® Growth Index over the last 13 months at the time of acquisition.

Delaware Ivy Mid Cap Growth Fund Class B

Ivy Funds Inc
6300 Lamar Ave
800-777-6472

Fund Overview

Category Mid-Cap Growth
Fund Family Delaware Funds by Macquarie
Net Assets 8.56B
YTD Return 12.85%
Yield 0.00%
Morningstar Rating
Inception Date Jul 06, 2000

Fund Operations

Last Dividend 0.00
Last Cap Gain 0.00
Holdings Turnover 33.00%
Average for Category --

Fees & Expenses

Expense WMGBX Category Average
Annual Report Expense Ratio (net) 2.07% 1.09%
Prospectus Net Expense Ratio 2.07% --
Prospectus Gross Expense Ratio 2.17% --
Max 12b1 Fee 1.00% --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load 5.00% 1.27%
3 Yr Expense Projection 969 --
5 Yr Expense Projection 1,255 --
10 Yr Expense Projection 2,241 --

Management Information

Bradley P. Halverson, Lead Manager since November 15, 2021
Brad Halverson is co-portfolio manager of the small cap growth product suite of mutual funds and institutional accounts. He was named co-portfolio manager of the product suite in 2016. Mr. Halverson joined the organization in 2008 as an equity investment analyst on the Small Cap Growth team. He was appointed assistant vice president in 2013 and vice president in 2015. He was named assistant portfolio manager of small cap growth institutional accounts, serving in the role from 2014 to 2016. He was appointed senior vice president in 2018. Prior to joining the firm, Mr. Halverson was associated with Northpointe Capital as an equity analyst responsible for researching growth stocks across micro, small, and mid cap portfolios. From 2002 to 2004 he was an associate in health care investment banking for A.G. Edwards & Sons, Inc. He was affiliated with PricewaterhouseCoopers, LLP in positions of increasing responsibility from 1995 through 2000, culminating as a manager in business advisory services. Mr. Halverson graduated from Brigham Young University in 1995 with a BS and MS in Accounting. He earned an MBA with an emphasis in Finance and Corporate Strategy from the University of Michigan in 2002. Mr. Halverson is a CFA charterholder. He is a member of the CFA Institute. He is a former Certified Public Accountant (CPA).

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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