WMGBX - Ivy Mid Cap Growth B

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Ivy Mid Cap Growth B

Ivy Funds6300 Lamar Avenue, P.O. Box 29217Overland Park, KS 66202
Management Information
Kimberly A. Scott,Lead Manager since February 8, 2001
Ms. Scott has held her Fund responsibilities since February 2001. She is Senior Vice President of IICO and WRIMCO, Vice President of the Trust, and Vice President of and portfolio manager for other investment companies for which IICO or WRIMCO serve as investment manager. Ms. Scott has served as a portfolio manager for investment companies managed by WRIMCO since February 2001. She served as an investment analyst with WRIMCO from April 1999 to February 2001. Ms. Scott joined WRIMCO in April 1999. She earned a BS degree in Microbiology from the University of Kansas, and holds an MBA from the University of Cincinnati. Ms. Scott is a Chartered Financial Analyst.
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.

Fund Overview

CategoryMid-Cap Growth
Fund FamilyIvy Funds
Net Assets2.37B
YTD Return25.27%
Morningstar Rating★★★
Inception DateJul 5, 2000

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover14.00%
Average for CategoryN/A

Fees & Expenses

ExpenseWMGBXCategory Average
Annual Report Expense Ratio (net)2.10%1.20%
Prospectus Net Expense Ratio2.10%N/A
Prospectus Gross Expense Ratio2.10%N/A
Max 12b1 Fee1.00%N/A
Max Front End Sales LoadN/A5.29%
Max Deferred Sales Load5.00%1.62%
3 Yr Expense Projection958N/A
5 Yr Expense Projection1,229N/A
10 Yr Expense Projection2,240N/A