Nasdaq - Delayed Quote USD

Delaware Ivy Mid Cap Growth Y (WMGYX)

28.87 +0.24 (+0.84%)
At close: 8:01 PM EDT

Fund Summary

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 Y

Overland Park, KS 66202
6300 Lamar Ave

Fund Overview

Category Mid-Cap Growth
Fund Family Delaware Funds by Macquarie
Net Assets 6.25B
YTD Return 7.01%
Yield 0.00%
Morningstar Rating
Inception Date Apr 02, 2007

Fund Operations

Last Dividend --
Last Cap Gain 26.00
Holdings Turnover 23.00%
Average for Category --

Fees & Expenses

Expense WMGYX Category Average
Annual Report Expense Ratio (net) 0.79% 1.09%
Prospectus Net Expense Ratio 0.79% --
Prospectus Gross Expense Ratio 0.84% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.27%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Kimberly A. Scott, Lead Manager since February 09, 2001
Kim Scott，Senior Vice President of Ivy Investment Management Company, has served as portfolio manager of the Fund since May 2014. She has been portfolio manager of Ivy Mid Cap Growth Fund since 2001 and of Ivy VIP Mid Cap Growth since 2005. She has been co-portfolio manager of Ivy Mid Cap Income Opportunities Fund since 2014. She assumed co-portfolio manager responsibilities for the mid cap growth product suite in 2016. Ms. Scott joined the organization in 1999 as an equity investment analyst. She was appointed assistant vice president in 2000. She was appointed vice president in 2001 and senior vice president in 2004. Prior to joining the firm, Ms. Scott served in various levels of research positions throughout her career affiliated with the following companies: Bartlett & Company, NBD Bank, Johnson Investment Counsel, Inc. and the University of Cincinnati Medical Center. Her primary responsibilities included fundamental analysis of companies and equities for mutual funds, separate accounts, and personal trusts. Through this experience, Ms. Scott provided sector coverage for consumer non-durables, technology, retail, food and beverage, and tobacco. Ms. Scott graduated from the University of Kansas in 1982 with a BS in Microbiology. She earned an MBA in Finance from the University of Cincinnati in 1987. Ms. Scott is a CFA charterholder. She is a member of the CFA Institute and the CFA Society Kansas City.

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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