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Delaware Ivy Small Cap Growth C (WRGCX)

6.60 -0.02 (-0.30%)
At close: 8:01 PM EDT

Fund Summary

The fund seeks to achieve its objective by investing, under normal circumstances, at least 80% of its net assets in common stocks of small-capitalization companies. For purposes of this fund, small-capitalization companies typically are companies with market capitalizations similar to those of issuers included in the Russell 2000® Growth Index over the last 13 months at the time of acquisition.

Delaware Ivy Small Cap Growth C

Overland Park, KS 66202
6300 Lamar Ave

Fund Overview

Category Small Growth
Fund Family Delaware Funds by Macquarie
Net Assets 1.39B
YTD Return 11.71%
Yield 0.00%
Morningstar Rating
Inception Date Apr 02, 2007

Fund Operations

Last Dividend 0.11
Last Cap Gain 13.00
Holdings Turnover 51.00%
Average for Category --

Fees & Expenses

Expense WRGCX Category Average
Annual Report Expense Ratio (net) 0.89% 1.21%
Prospectus Net Expense Ratio 0.89% --
Prospectus Gross Expense Ratio 0.92% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.40%
Max Deferred Sales Load -- 1.27%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Kenneth G. McQuade, Lead Manager since October 01, 2016
Kenneth G. McQuade was named co portfolio manager of the small cap growth product suit in 2016. He was sole portfolio manager of Ivy VIP Small Growth from 2016 to 2016. Mr. McQuade joined Waddell & Reed in 1997 as an investment analyst. He was an assistant portfolio manager of separately managed small cap accounts from August 2003 until March 2010 and Portfolio Manager, Delaware Ivy VIP Small Cap Growth Fund since March 2006. Mr. McQuade is Senior Vice President of WRIMCO and IICO and Vice President of the Trust. He earned a BS degree in finance from Bradley University.

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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