Ivy Mid Cap Growth Y
(WMGYX)
+0.07
+0.32%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 21.65 |
| Category | Mid-Cap Growth |
| Net Assets | 517.44 Mil |
| Yield | 0.00% |
| Morningstar Risk | Below Average |
| Morningstar Return | Above Average |
- Last NAV update 5/21/2013 4:00 PM ET
| NA |
|---|
| The investment seeks to provide growth of capital. The fund invests primarily in common stocks of mid cap companies that the adviser believes offer above-average growth potential. Under normal circumstances, it invests at least 80% of its net assets in the securities of mid-cap companies, which typically are companies with market capitalizations within the range of companies in the Russell Midcap Growth Index at the time of acquisition. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 49.00% | 30.13% | -0.48% | 13.21% | 13.90% |
| Value ($) | 14,900.00 | 19,389.37 | 19,296.30 | 21,845.34 | 24,881.84 |
- Year to date performance as of 5/20/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | Ivy Funds |
| Fund Manager | Kimberly Scott |
| Tenure (Years) | 12 |
| Fund Status | Open |
| Minimum Initial Purchase | 0.00 |
| Minimum IRA Investment | NA |
| Front Load | 0.00 |
| Expense Ratio | 1.28% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 8.93% |
| 3 Months | 8.01% |
| 1 Year | 25.32% |
| 3 Years* | 17.74% |
| 5 Years* | 10.55% |
- * Annualized returns
- Performance as of 5/20/2013 8:00 PM ET
| WMGYX | Mid-Cap Growth | |
|---|---|---|
| 5-Yr Return | 10.55% | 5.29% |
| Sharpe Ratio | 0.78 | 0.69 |
| Net Assets | 517.44 Mil | 359.02 Mil |
| Avg Market Cap | 6.35 Bil | 6.91 Bil |
| Avg P/E | 25.22 | 18.56 |
| Portfolio Turnover | 29 | 72 |
| Symbol | Value ($) |
|---|---|
| Stocks | 94.61% |
| Cash | 0.46% |
| Fixed Income | 0.29% |
| Other | 4.64% |
| NAME | % NET ASSETS |
|---|---|
| CarMax, Inc. | 2.91% |
| Microchip Technology, Inc. | 2.82% |
| Varian Medical Systems, Inc. | 2.68% |
| Northern Trust Corporation | 2.49% |
| Pall Corporation | 2.37% |
| Fastenal Company | 2.22% |
| Vantiv Inc | 2.10% |
| Dunkin Brands Group Inc | 1.99% |
| Signature Bank | 1.94% |
| Fortune Brands Home & Security Inc | 1.93% |
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