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Delaware Ivy Science and Technology Fund Class C (WSTCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
22.48+0.25 (+1.12%)
At close: 08:01PM EST

Delaware Ivy Science and Technology Fund Class C

Ivy Funds Inc

6300 Lamar Ave

Overland Park, KS 66202

Management Information
Gustaf C. Zinn,Lead Manager since November 14, 2021
He is Senior Vice President of IICO and Vice President of the Trust. Mr. Zinn has been an employee of the company since 1998 and had served as assistant portfolio manager for funds managed by IICO since July 2003, in addition to his duties as a research analyst. He earned a BBA degree and a Masters of Finance from the University of Wisconsin-Madison. Mr. Zinn is a Chartered Financial Analyst.
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

Fund FamilyDelaware Funds by Macquarie
Net Assets6.7B
YTD Return-35.57%
Morningstar Rating★★
Inception DateJul 30, 1997

Fund Operations

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

Fees & Expenses

ExpenseWSTCXCategory Average
Annual Report Expense Ratio (net)0.00%1.05%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.21%
Max Deferred Sales LoadN/A1.24%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A