Nasdaq - Delayed Quote • USD
Delaware Ivy Small Cap Growth Fund Class B (WSGBX)
At close: November 8 at 8:01 PM EST
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13.30 - YTD Return 0.99%
- Expense Ratio 2.18%
- Category Small Growth
- Last Cap Gain 0.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 3.02B
- Beta (5Y Monthly) 1.11
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 57.00%
- Last Dividend 0.00
- Inception Date Jul 6, 2000
The investment seeks to provide growth of capital. 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 Funds by Macquarie
Fund Family
Small Growth
Fund Category
3.02B
Net Assets
2000-07-06
Inception Date
Performance Overview: WSGBX
Trailing returns as of 12/10/2021. Category is Small Growth.
Holdings: WSGBX
Top 10 Holdings (22.25% of Total Assets)
Sector Weightings
SectorWSGBX
Technology 31.89%
Healthcare 24.43%
Industrials 17.10%
Consumer Cyclical 14.47%
Financial Services 5.25%
Consumer Defensive 3.10%
Communication Services 2.69%
Energy 1.07%
Real Estate 0.00%
Basic Materials 0.00%
Utilities 0.00%
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