Nasdaq - Delayed Quote USD

Delaware Ivy Mid Cap Growth Y (WMGYX)

28.87 +0.24 (+0.84%)
At close: 8:01 PM EDT
Key Events
Loading Chart for WMGYX
DELL
  • Previous Close 28.63
  • YTD Return 7.01%
  • Expense Ratio 0.79%
  • Category Mid-Cap Growth
  • Last Cap Gain 26.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 6.25B
  • Beta (5Y Monthly) 1.23
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 23.00%
  • Last Dividend --
  • Inception Date Apr 2, 2007

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 Funds by Macquarie

Fund Family

Mid-Cap Growth

Fund Category

6.25B

Net Assets

2007-04-02

Inception Date

Performance Overview: WMGYX

Trailing returns as of 4/25/2024. Category is Mid-Cap Growth.

YTD Return

WMGYX
7.01%
Category
10.80%
 

1-Year Return

WMGYX
15.46%
Category
48.17%
 

3-Year Return

WMGYX
0.61%
Category
21.26%
 

5-Year Return

WMGYX
11.87%
Category
20.18%
 

People Also Watch

Holdings: WMGYX

Top 10 Holdings (27.38% of Total Assets)

SymbolCompany% Assets
CSGP
CoStar Group, Inc. 4.54%
PINS
Pinterest, Inc. 3.53%
DXCM
DexCom, Inc. 3.18%
MKTX
MarketAxess Holdings Inc. 2.91%
MPWR
Monolithic Power Systems, Inc. 2.72%
FND
Floor & Decor Holdings, Inc. 2.18%
POOL
Pool Corporation 2.15%
RGEN
Repligen Corporation 2.09%
IDXX
IDEXX Laboratories, Inc. 2.05%
TTD
The Trade Desk, Inc. 2.03%

Sector Weightings

SectorWMGYX
Technology   31.07%
Healthcare   24.99%
Industrials   17.32%
Real Estate   4.57%
Utilities   0.00%
Energy   0.00%

Related Mutual Fund News

Top Mutual Funds