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

Investment Information

Min Initial Investment
750
Min Initial Investment, IRA
--
Min Initial Investment, AIP
1.5
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Northwestern Mutual Inv Srvc, LLC
  • Mutual Of Omaha Investor Services Inc
  • UBS Financial Services Inc
  • Protected Investors of America
  • E TRADE Financial
  • H&R Block Financial Advisors Inc
  • Mid Atlantic Capital Corp
  • Morgan Stanley - Brokerage Accounts
  • Pershing FundCenter
  • Td Ameritrade, Inc.
  • TD Ameritrade Institutional Services
  • Scottrade Load
  • Shareholders Services Group
  • JPMorgan
  • Merrill Lynch
  • Edward Jones
  • Fidelity Institutional FundsNetwork
  • Ameriprise Brokerage
  • Federated TrustConnect NTF
  • Ameriprise SPS Advantage
  • CommonWealth Core
  • ETrade No Load Fee
  • SunGard Transaction Network
  • MSSB Retail Fund
  • Raymond James
  • Raymond James Recommended
  • CommonWealth Universe
  • Robert W. Baird & Co.
  • RBC Wealth Management-Network Eligible
  • Morgan Stanley SB (All Fund )
  • Firstrade
  • TIAA-CREF Brokerage Services
  • Matrix Financial Solutions
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • HDVest - Wells Fargo
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN LOAD
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • MSWM Brokerage
  • H Beck Inc.
  • Merrill Edge
  • PAS
  • Pershing Retirement Plan Network

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.

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

Performance & Risk

YTD Return 12.55%
5y Average Return 8.80%
Rank in Category (ytd) 54
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

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