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Delaware Ivy Small Cap Growth Fund Class Y (WSCYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
17.66+0.03 (+0.17%)
At close: 06:46PM EST

Delaware Ivy Small Cap Growth Fund Class Y

Ivy Funds Inc

6300 Lamar Ave

Overland Park, KS 66202

Management Information
Timothy J. Miller,Lead Manager since March 31, 2010
Mr. Miller, CFA, Co-Portfolio Manager of the small cap growth product suite since 2016 and was Portfolio Manager, Delaware Ivy Small Cap Growth Fund since April 2010.He joined IICO in February 2008 and has served as the portfolio manager for investment companies managed by IICO (or its affiliates) since March 2008. Previous employment included serving as the Chief Investment Officer of Invesco Funds Group, Inc., and as the Chief Investment Officer of the Denver Investment Center of Invesco North America. Mr. Miller holds a BS degree in Business Administration from St. Louis 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.

Fund Overview

CategorySmall Growth
Fund FamilyDelaware Funds by Macquarie
Net Assets1.6B
YTD Return-27.49%
Morningstar Rating★★★
Inception DateDec 28, 1995

Fund Operations

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

Fees & Expenses

ExpenseWSCYXCategory Average
Annual Report Expense Ratio (net)0.00%1.21%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.40%
Max Deferred Sales LoadN/A1.27%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A